+361.8%
PCAR vs SU
+267.8%
+94.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.6% | +1.7% | -3.2% | -2.0% |
| 30D | -7.3% | +9.6% | -16.9% | -9.5% |
| 3M | +7.8% | +11.7% | -3.9% | +4.4% |
| 6M | +3.6% | +21.9% | -18.3% | -2.8% |
| YTD | +12.9% | +58.6% | -45.8% | -1.4% |
| 1Y | +27.3% | +66.5% | -39.2% | +9.6% |
| 3Y | +61.9% | +121.4% | -59.5% | +27.4% |
| 5Y | +164.2% | +355.7% | -191.6% | +64.8% |
| All | +361.8% | +267.8% | +94.1% | +190.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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