+9.7%
PCAR vs RY
+41.3%
-31.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.2% | +3.4% |
| 7D | +3.8% | -0.6% | +4.4% | +4.3% |
| 30D | -2.0% | +6.1% | -8.1% | -5.9% |
| 3M | -19.1% | -3.4% | -15.7% | -17.2% |
| 6M | -6.8% | +12.8% | -19.6% | -15.4% |
| YTD | -2.5% | +21.0% | -23.5% | -17.1% |
| 1Y | +9.7% | +40.5% | -30.8% | -22.7% |
| All | +9.7% | +41.3% | -31.7% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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