+311.9%
PCAR vs EQX
+244.1%
+67.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.6% |
| 7D | -0.2% | +1.7% | -1.9% | -0.3% |
| 30D | -6.9% | +11.1% | -18.0% | -7.3% |
| 3M | +2.1% | +23.1% | -21.0% | +1.0% |
| 6M | +1.6% | -21.8% | +23.4% | +2.1% |
| YTD | +12.2% | -8.1% | +20.3% | +12.1% |
| 1Y | +28.0% | +29.7% | -1.6% | +26.2% |
| 3Y | +61.0% | +179.9% | -118.9% | +51.8% |
| 5Y | +163.9% | +82.5% | +81.4% | +146.1% |
| All | +311.9% | +244.1% | +67.9% | +348.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling