+35.8%
PCAR vs WCC
+134.5%
-98.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.7% |
| 7D | +4.9% | +9.9% | -5.0% | +2.4% |
| 30D | -1.4% | -8.4% | +7.0% | 0.0% |
| 3M | -18.1% | -10.3% | -7.8% | -16.8% |
| 6M | -4.0% | -10.5% | +6.5% | -3.0% |
| YTD | -1.5% | +32.2% | -33.6% | -11.6% |
| 1Y | +13.2% | +25.5% | -12.3% | +2.9% |
| 3Y | +35.8% | +134.7% | -98.9% | -3.8% |
| All | +35.8% | +134.5% | -98.7% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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