+367.9%
PCAR vs SPXS
-99.5%
+467.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -2.0% | -0.1% |
| 7D | -0.2% | +1.2% | -1.5% | +0.2% |
| 30D | -6.9% | +5.2% | -12.1% | -5.4% |
| 3M | +2.1% | -9.2% | +11.3% | 0.0% |
| 6M | +1.6% | -29.6% | +31.2% | -6.9% |
| YTD | +12.2% | -27.6% | +39.9% | +4.2% |
| 1Y | +28.0% | -36.7% | +64.8% | +15.0% |
| 3Y | +61.0% | -79.8% | +140.8% | +12.5% |
| 5Y | +163.9% | -85.9% | +249.8% | +88.2% |
| 10Y | +367.9% | -99.5% | +467.5% | +35.3% |
| All | +367.9% | -99.5% | +467.4% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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