+367.9%
PCAR vs CRS
+1,345.8%
-977.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.2% | -0.5% | +0.3% | -0.1% |
| 30D | -6.9% | -18.1% | +11.2% | -2.5% |
| 3M | +2.1% | -12.4% | +14.5% | +4.9% |
| 6M | +1.6% | +15.9% | -14.3% | -2.9% |
| YTD | +12.2% | +45.8% | -33.6% | +1.0% |
| 1Y | +28.0% | +87.8% | -59.7% | +7.2% |
| 3Y | +61.0% | +648.7% | -587.7% | -10.0% |
| 5Y | +163.9% | +1,416.6% | -1,252.7% | +16.3% |
| 10Y | +367.9% | +1,412.7% | -1,044.8% | +81.3% |
| All | +367.9% | +1,345.8% | -977.9% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CRS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling