+162.7%
PCAR vs OPEN
-86.9%
+249.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.6% |
| 7D | +2.9% | -21.7% | +24.6% | +4.0% |
| 30D | -2.1% | -36.5% | +34.3% | -0.2% |
| 3M | -20.4% | -59.5% | +39.2% | -17.1% |
| 6M | -7.0% | -71.9% | +64.9% | -1.8% |
| YTD | -2.6% | -75.8% | +73.2% | +3.1% |
| 1Y | +9.8% | -78.5% | +88.3% | +16.4% |
| 3Y | +37.3% | -30.2% | +67.5% | +27.8% |
| 5Y | +116.4% | -93.3% | +209.7% | +109.6% |
| All | +162.7% | -86.9% | +249.5% | +150.4% |
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