+367.9%
PCAR vs SYY
+102.5%
+265.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.3% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -6.9% | -2.7% | -4.1% | -6.0% |
| 3M | +2.1% | +5.9% | -3.8% | -0.1% |
| 6M | +1.6% | -2.3% | +3.9% | +1.6% |
| YTD | +12.2% | +13.1% | -0.9% | +6.1% |
| 1Y | +28.0% | +3.8% | +24.3% | +24.8% |
| 3Y | +61.0% | +26.7% | +34.2% | +45.2% |
| 5Y | +163.9% | +19.4% | +144.5% | +141.8% |
| 10Y | +367.9% | +112.0% | +255.9% | +243.7% |
| All | +367.9% | +102.5% | +265.4% | +243.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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