+60.5%
PCAR vs EQX
+164.6%
-104.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.1% | +5.6% | +0.8% |
| 7D | -1.6% | -7.0% | +5.5% | -1.3% |
| 30D | -7.3% | +4.8% | -12.1% | -7.5% |
| 3M | +7.8% | +25.6% | -17.8% | +6.7% |
| 6M | +3.6% | -25.8% | +29.4% | +3.9% |
| YTD | +12.9% | -12.7% | +25.6% | +13.1% |
| 1Y | +27.3% | +14.1% | +13.2% | +27.2% |
| All | +60.5% | +164.6% | -104.1% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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