+67.6%
PCAR vs DKS
+33.7%
+33.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -0.5% | +3.0% | -3.5% | -1.1% |
| 30D | -6.2% | -30.5% | +24.3% | -0.1% |
| 3M | +5.9% | -35.7% | +41.6% | +14.9% |
| 6M | +0.4% | -29.7% | +30.1% | +6.1% |
| YTD | +14.8% | -28.9% | +43.7% | +20.9% |
| 1Y | +30.1% | -35.9% | +66.0% | +39.9% |
| All | +67.6% | +33.7% | +33.9% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling