+276.9%
PCAR vs SYY
+86.7%
+190.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | +3.5% | +4.7% | -1.3% | +1.8% |
| 30D | -2.3% | -0.7% | -1.6% | -2.3% |
| 3M | -19.3% | -6.8% | -12.6% | -17.6% |
| 6M | -7.1% | +8.6% | -15.8% | -10.3% |
| YTD | -2.8% | +8.4% | -11.2% | -7.0% |
| 1Y | +9.3% | +7.1% | +2.2% | +4.9% |
| 3Y | +33.5% | +25.2% | +8.3% | +20.5% |
| 5Y | +112.6% | +13.0% | +99.7% | +98.0% |
| 10Y | +276.9% | +88.9% | +188.0% | +182.4% |
| All | +276.9% | +86.7% | +190.2% | +182.4% |
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