+367.9%
PCAR vs WCN
+235.4%
+132.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | -0.2% | -1.7% | +1.5% | +0.5% |
| 30D | -6.9% | -3.0% | -3.9% | -5.7% |
| 3M | +2.1% | +2.5% | -0.4% | +0.5% |
| 6M | +1.6% | -5.7% | +7.3% | +3.4% |
| YTD | +12.2% | -7.4% | +19.7% | +14.9% |
| 1Y | +28.0% | -8.6% | +36.7% | +31.6% |
| 3Y | +61.0% | +19.4% | +41.6% | +43.2% |
| 5Y | +163.9% | +27.2% | +136.7% | +124.0% |
| 10Y | +367.9% | +238.5% | +129.4% | +153.1% |
| All | +367.9% | +235.4% | +132.5% | +153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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