+285.9%
PCAR vs BIDU
-51.7%
+337.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.3% |
| 7D | +2.1% | -2.3% | +4.4% | +2.4% |
| 30D | -1.2% | -7.3% | +6.1% | -0.2% |
| 3M | -18.6% | -26.0% | +7.4% | -15.5% |
| 6M | -5.1% | -44.5% | +39.5% | +2.1% |
| YTD | -1.8% | -40.6% | +38.8% | +4.1% |
| 1Y | +10.6% | -39.8% | +50.4% | +16.8% |
| 3Y | +34.9% | -26.7% | +61.6% | +34.9% |
| 5Y | +114.0% | -54.5% | +168.5% | +120.6% |
| All | +285.9% | -51.7% | +337.6% | +249.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling