+162.3%
PCAR vs OPEN
-87.8%
+250.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.1% | +6.9% | +0.2% |
| 7D | +3.5% | -24.7% | +28.2% | +4.8% |
| 30D | -2.3% | -41.0% | +38.7% | 0.0% |
| 3M | -19.3% | -62.4% | +43.0% | -15.8% |
| 6M | -7.1% | -73.9% | +66.7% | -1.6% |
| YTD | -2.8% | -77.5% | +74.7% | +3.3% |
| 1Y | +9.3% | -83.6% | +92.9% | +17.5% |
| 3Y | +33.5% | -37.0% | +70.5% | +24.9% |
| 5Y | +112.6% | -93.3% | +205.9% | +106.3% |
| All | +162.3% | -87.8% | +250.1% | +150.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling