+293.0%
PCAR vs FDX
+160.0%
+132.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.2% | +2.3% |
| 7D | +2.9% | +0.2% | +2.7% | +2.9% |
| 30D | -2.1% | +9.3% | -11.4% | -5.4% |
| 3M | -20.4% | +0.5% | -20.8% | -20.6% |
| 6M | -7.0% | +5.3% | -12.3% | -9.1% |
| YTD | -2.6% | +38.6% | -41.2% | -14.7% |
| 1Y | +9.8% | +53.5% | -43.8% | -7.5% |
| 3Y | +37.3% | +74.2% | -37.0% | +6.8% |
| 5Y | +116.4% | +75.3% | +41.2% | +62.5% |
| 10Y | +293.0% | +156.3% | +136.7% | +113.1% |
| All | +293.0% | +160.0% | +132.9% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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