+163.9%
PCAR vs BBY
+0.2%
+163.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.1% |
| 7D | -0.2% | +1.2% | -1.4% | -0.5% |
| 30D | -6.9% | +6.8% | -13.7% | -8.6% |
| 3M | +2.1% | +18.7% | -16.6% | -2.7% |
| 6M | +1.6% | +37.3% | -35.7% | -7.5% |
| YTD | +12.2% | +35.3% | -23.1% | +2.3% |
| 1Y | +28.0% | +20.7% | +7.4% | +20.2% |
| 3Y | +61.0% | +39.4% | +21.5% | +40.8% |
| 5Y | +163.9% | -1.5% | +165.4% | +127.3% |
| All | +163.9% | +0.2% | +163.7% | +127.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling