+31.8%
PCAR vs SPXU
-79.5%
+111.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.6% |
| 7D | +0.1% | +7.6% | -7.5% | +2.5% |
| 30D | -4.6% | +17.5% | -22.1% | +0.5% |
| 3M | -22.6% | +14.7% | -37.2% | -18.9% |
| 6M | -12.0% | -0.1% | -11.9% | -10.8% |
| YTD | -6.1% | -19.8% | +13.7% | -9.9% |
| 1Y | +6.3% | -23.7% | +30.1% | +0.8% |
| 3Y | +31.8% | -79.5% | +111.3% | -12.5% |
| All | +31.8% | -79.5% | +111.3% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling