+104.2%
PCAR vs DOCN
+74.7%
+29.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -2.6% |
| 7D | +0.1% | -19.2% | +19.2% | +1.6% |
| 30D | -4.6% | -43.1% | +38.5% | -0.8% |
| 3M | -22.6% | -40.7% | +18.1% | -20.1% |
| 6M | -12.0% | -55.0% | +43.0% | -7.6% |
| YTD | -6.1% | +50.6% | -56.7% | -13.8% |
| 1Y | +6.3% | +54.0% | -47.6% | -2.7% |
| 3Y | +31.8% | +203.9% | -172.1% | +10.7% |
| 5Y | +104.2% | -29.4% | +133.5% | +72.7% |
| All | +104.2% | +74.7% | +29.5% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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