+30.1%
PCAR vs OPEN
-38.6%
+68.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | -0.5% | -4.3% | +3.7% | -0.3% |
| 30D | -6.2% | -16.2% | +10.0% | -5.5% |
| 3M | +5.9% | -36.4% | +42.3% | +7.8% |
| 6M | +0.4% | -35.5% | +35.8% | +2.0% |
| YTD | +14.8% | -46.0% | +60.8% | +17.3% |
| 1Y | +30.1% | -47.1% | +77.3% | +31.8% |
| All | +30.1% | -38.6% | +68.7% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling