+287.1%
PCAR vs SPXU
-99.5%
+386.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.7% |
| 7D | +4.9% | -7.6% | +12.5% | +2.7% |
| 30D | -1.4% | +5.3% | -6.8% | +0.7% |
| 3M | -18.1% | +9.6% | -27.8% | -15.2% |
| 6M | -4.0% | -4.5% | +0.5% | -3.8% |
| YTD | -1.5% | -25.9% | +24.4% | -7.3% |
| 1Y | +13.2% | -28.9% | +42.1% | +5.5% |
| 3Y | +35.8% | -80.5% | +116.3% | -6.1% |
| 5Y | +114.6% | -83.4% | +198.0% | +61.1% |
| All | +287.1% | -99.5% | +386.6% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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