+203.8%
PCAR vs DOW
-11.5%
+215.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +4.1% |
| 7D | +2.9% | -9.4% | +12.3% | +6.2% |
| 30D | -2.1% | +8.9% | -11.1% | -5.2% |
| 3M | -20.4% | +6.7% | -27.1% | -22.6% |
| 6M | -7.0% | -14.2% | +7.2% | -3.4% |
| YTD | -2.6% | +36.9% | -39.6% | -17.2% |
| 1Y | +9.8% | +45.8% | -36.0% | -9.1% |
| 3Y | +37.3% | -23.9% | +61.2% | +41.1% |
| 5Y | +116.4% | -30.8% | +147.2% | +128.5% |
| All | +203.8% | -11.5% | +215.2% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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