+293.0%
PCAR vs NDAQ
+484.3%
-191.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.2% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | -2.1% | +15.9% | -18.0% | -7.8% |
| 3M | -20.4% | +15.1% | -35.5% | -24.9% |
| 6M | -7.0% | +22.9% | -29.9% | -15.0% |
| YTD | -2.6% | +12.8% | -15.5% | -8.7% |
| 1Y | +9.8% | +26.0% | -16.2% | -1.9% |
| 3Y | +37.3% | +119.7% | -82.4% | -5.7% |
| 5Y | +116.4% | +65.4% | +51.0% | +65.9% |
| 10Y | +293.0% | +469.3% | -176.3% | +55.3% |
| All | +293.0% | +484.3% | -191.3% | +55.3% |
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