+11,245.0%
PCAR vs DLTR
+12,666.4%
-1,421.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +1.0% | +2.1% |
| 7D | +2.2% | -2.8% | +5.0% | +2.8% |
| 30D | +0.3% | +21.5% | -21.2% | -4.3% |
| 3M | -17.9% | +11.6% | -29.5% | -20.4% |
| 6M | -3.4% | +58.7% | -62.1% | -14.5% |
| YTD | -0.1% | +16.2% | -16.3% | -5.3% |
| 1Y | +13.4% | +34.8% | -21.4% | +3.6% |
| 3Y | +37.2% | +25.3% | +11.9% | +22.4% |
| 5Y | +117.3% | +25.8% | +91.5% | +87.6% |
| 10Y | +295.0% | +83.7% | +211.3% | +192.8% |
| All | +11,245.0% | +12,666.4% | -1,421.4% | +3,521.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 all: compounded portfolio wealth divided by compounded DLTR 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…
all analysis · Full analysis span regression · 6 months rolling