+11,056.1%
PCAR vs DLTR
+12,520.8%
-1,464.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.5% | -1.4% |
| 7D | +2.1% | +2.4% | -0.3% | +1.5% |
| 30D | -1.2% | +21.5% | -22.7% | -5.8% |
| 3M | -18.6% | +9.8% | -28.4% | -20.7% |
| 6M | -5.1% | +58.6% | -63.7% | -16.0% |
| YTD | -1.8% | +14.8% | -16.6% | -6.6% |
| 1Y | +10.6% | +33.0% | -22.4% | +1.4% |
| 3Y | +34.9% | +23.8% | +11.1% | +20.7% |
| 5Y | +114.0% | +24.9% | +89.0% | +85.0% |
| 10Y | +288.4% | +81.6% | +206.8% | +188.7% |
| All | +11,056.1% | +12,520.8% | -1,464.7% | +3,470.7% |
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