+163.1%
PCAR vs OPEN
-87.8%
+250.9%
-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% | +7.3% | +0.5% |
| 7D | +3.8% | -24.7% | +28.5% | +5.1% |
| 30D | -2.0% | -41.0% | +39.0% | +0.3% |
| 3M | -19.1% | -62.4% | +43.3% | -15.5% |
| 6M | -6.8% | -73.9% | +67.0% | -1.3% |
| YTD | -2.5% | -77.5% | +75.1% | +3.6% |
| 1Y | +9.7% | -83.6% | +93.2% | +17.8% |
| 3Y | +34.0% | -37.0% | +71.0% | +25.3% |
| 5Y | +113.3% | -93.3% | +206.6% | +107.0% |
| All | +163.1% | -87.8% | +250.9% | +151.7% |
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