+60.5%
PCAR vs EOSE
+44.0%
+16.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.4% | +0.7% |
| 7D | -1.6% | +14.0% | -15.6% | -1.9% |
| 30D | -7.3% | -5.9% | -1.4% | -7.2% |
| 3M | +7.8% | -34.3% | +42.1% | +8.7% |
| 6M | +3.6% | -37.8% | +41.3% | +4.0% |
| YTD | +12.9% | -65.2% | +78.0% | +14.4% |
| 1Y | +27.3% | -41.9% | +69.2% | +27.1% |
| All | +60.5% | +44.0% | +16.5% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 3y: compounded portfolio wealth divided by compounded EOSE 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…
3y analysis · Full analysis span regression · 6 months rolling