+3,097.7%
PCAR vs WCC
+1,412.6%
+1,685.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -3.1% |
| 7D | +0.1% | -14.7% | +14.8% | +4.6% |
| 30D | -4.6% | -20.1% | +15.5% | +1.4% |
| 3M | -22.6% | -21.2% | -1.4% | -17.8% |
| 6M | -12.0% | -19.2% | +7.2% | -7.9% |
| YTD | -6.1% | +20.2% | -26.3% | -14.4% |
| 1Y | +6.3% | +14.5% | -8.1% | -1.6% |
| 3Y | +31.8% | +115.1% | -83.3% | -5.9% |
| 5Y | +104.2% | +121.5% | -17.3% | +37.4% |
| 10Y | +302.9% | +468.1% | -165.2% | +76.8% |
| All | +3,097.7% | +1,412.6% | +1,685.1% | +721.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling