+67.6%
PCAR vs WCN
+22.4%
+45.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.4% |
| 7D | -0.5% | -0.6% | +0.1% | -0.4% |
| 30D | -6.2% | +0.4% | -6.7% | -6.3% |
| 3M | +5.9% | +7.3% | -1.4% | +3.8% |
| 6M | +0.4% | -2.5% | +2.9% | +0.9% |
| YTD | +14.8% | -5.4% | +20.2% | +16.3% |
| 1Y | +30.1% | -8.5% | +38.6% | +33.1% |
| All | +67.6% | +22.4% | +45.2% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling