+153.3%
PCAR vs OPEN
-87.0%
+240.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -21.8% | +19.4% | -1.3% |
| 7D | +0.1% | -22.2% | +22.3% | +1.2% |
| 30D | -4.6% | -38.3% | +33.8% | -2.5% |
| 3M | -22.6% | -59.4% | +36.8% | -19.4% |
| 6M | -12.0% | -74.4% | +62.4% | -6.7% |
| YTD | -6.1% | -76.0% | +69.9% | -0.5% |
| 1Y | +6.3% | -78.7% | +85.0% | +12.8% |
| 3Y | +31.8% | -30.0% | +61.8% | +22.7% |
| 5Y | +104.2% | -93.7% | +197.9% | +98.0% |
| All | +153.3% | -87.0% | +240.3% | +141.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling