+287.1%
PCAR vs DKS
+226.4%
+60.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.3% |
| 7D | +4.9% | +6.3% | -1.4% | +3.6% |
| 30D | -1.4% | +9.3% | -10.7% | -3.3% |
| 3M | -18.1% | -25.3% | +7.2% | -14.6% |
| 6M | -4.0% | -29.2% | +25.2% | +1.0% |
| YTD | -1.5% | -22.7% | +21.3% | +1.6% |
| 1Y | +13.2% | -30.1% | +43.3% | +19.1% |
| 3Y | +35.8% | +45.6% | -9.8% | +19.7% |
| 5Y | +114.6% | +28.5% | +86.2% | +86.1% |
| All | +287.1% | +226.4% | +60.7% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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