+162.1%
PCAR vs EQX
+83.7%
+78.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | -1.6% | -3.2% | +1.6% | -1.4% |
| 30D | -6.4% | +7.8% | -14.1% | -6.8% |
| 3M | +4.7% | +21.3% | -16.7% | +3.5% |
| 6M | +4.5% | -22.4% | +26.9% | +5.2% |
| YTD | +13.0% | -11.3% | +24.3% | +13.0% |
| 1Y | +23.6% | +13.5% | +10.1% | +22.3% |
| 3Y | +60.7% | +162.1% | -101.4% | +50.3% |
| All | +162.1% | +83.7% | +78.4% | +135.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling