+70.4%
PCAR vs WCC
+124.0%
-53.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.0% |
| 7D | -0.5% | +4.5% | -5.0% | -1.8% |
| 30D | -6.2% | -5.8% | -0.4% | -4.8% |
| 3M | +5.9% | -3.7% | +9.6% | +6.4% |
| 6M | +0.4% | +23.1% | -22.7% | -6.7% |
| YTD | +14.8% | +44.2% | -29.3% | +1.6% |
| 1Y | +30.1% | +62.1% | -32.0% | +10.9% |
| All | +70.4% | +124.0% | -53.5% | +28.9% |
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