+28.0%
PCAR vs SPXU
-37.3%
+65.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | 0.0% |
| 7D | -0.2% | +1.3% | -1.5% | +0.3% |
| 30D | -6.9% | +5.1% | -12.0% | -5.3% |
| 3M | +2.1% | -9.1% | +11.2% | -0.2% |
| 6M | +1.6% | -29.6% | +31.2% | -7.8% |
| YTD | +12.2% | -27.7% | +39.9% | +3.2% |
| 1Y | +28.0% | -37.0% | +65.0% | +11.5% |
| All | +28.0% | -37.3% | +65.4% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling