+295.0%
PCAR vs SONY
+364.7%
-69.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.7% |
| 7D | +2.2% | +2.1% | +0.1% | +1.5% |
| 30D | +0.3% | +9.2% | -8.9% | -2.3% |
| 3M | -17.9% | +12.2% | -30.1% | -20.8% |
| 6M | -3.4% | +24.4% | -27.8% | -10.1% |
| YTD | -0.1% | +3.5% | -3.6% | -2.0% |
| 1Y | +13.4% | -9.2% | +22.6% | +15.6% |
| 3Y | +37.2% | +55.6% | -18.4% | +15.0% |
| 5Y | +117.3% | +12.0% | +105.4% | +99.4% |
| 10Y | +295.0% | +363.7% | -68.7% | +125.2% |
| All | +295.0% | +364.7% | -69.8% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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