+367.2%
PCAR vs NDAQ
+382.2%
-14.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.0% | +0.9% |
| 7D | -0.5% | -2.4% | +1.9% | +0.5% |
| 30D | -6.2% | +2.5% | -8.7% | -7.2% |
| 3M | +5.9% | +9.9% | -4.0% | +1.5% |
| 6M | +0.4% | +9.4% | -9.0% | -4.1% |
| YTD | +14.8% | +0.4% | +14.4% | +13.1% |
| 1Y | +30.1% | +4.0% | +26.1% | +25.8% |
| 3Y | +66.6% | +94.4% | -27.7% | +20.2% |
| 5Y | +166.1% | +56.7% | +109.4% | +107.0% |
| All | +367.2% | +382.2% | -14.9% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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