+172.3%
PCAR vs DKS
+11.8%
+160.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.8% |
| 3M | +5.9% | -35.7% | +41.6% | +13.8% |
| 6M | +0.4% | -29.7% | +30.1% | +5.6% |
| YTD | +14.8% | -28.9% | +43.7% | +20.4% |
| 1Y | +30.1% | -35.9% | +66.0% | +38.9% |
| 3Y | +66.6% | +28.2% | +38.5% | +54.0% |
| All | +172.3% | +11.8% | +160.5% | +141.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling