+295.0%
PCAR vs NDAQ
+475.0%
-180.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | +0.3% | +16.3% | -16.0% | -5.6% |
| 3M | -17.9% | +15.8% | -33.7% | -22.8% |
| 6M | -3.4% | +24.8% | -28.2% | -12.3% |
| YTD | -0.1% | +14.1% | -14.2% | -6.7% |
| 1Y | +13.4% | +26.5% | -13.1% | +1.2% |
| 3Y | +37.2% | +119.1% | -81.9% | -5.5% |
| 5Y | +117.3% | +70.9% | +46.4% | +64.2% |
| 10Y | +295.0% | +479.7% | -184.8% | +56.9% |
| All | +295.0% | +475.0% | -180.1% | +56.9% |
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