+37.7%
PCAR vs BBY
+91.3%
-53.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.2% |
| 7D | +2.2% | +3.7% | -1.6% | +1.2% |
| 30D | +0.3% | +20.9% | -20.6% | -4.4% |
| 3M | -17.9% | +27.6% | -45.5% | -23.1% |
| 6M | -3.4% | +86.9% | -90.3% | -18.6% |
| YTD | -0.1% | +63.3% | -63.4% | -13.1% |
| 1Y | +13.4% | +42.6% | -29.2% | +2.5% |
| All | +37.7% | +91.3% | -53.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BBY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling