+293.0%
PCAR vs WEC
+178.6%
+114.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.4% |
| 7D | +2.9% | +0.2% | +2.7% | +2.9% |
| 30D | -2.1% | +12.9% | -15.1% | -5.3% |
| 3M | -20.4% | +9.8% | -30.2% | -22.4% |
| 6M | -7.0% | +6.7% | -13.7% | -8.8% |
| YTD | -2.6% | +14.0% | -16.6% | -6.2% |
| 1Y | +9.8% | +7.3% | +2.4% | +7.4% |
| 3Y | +37.3% | +63.8% | -26.5% | +18.9% |
| 5Y | +116.4% | +54.8% | +61.7% | +89.0% |
| 10Y | +293.0% | +185.7% | +107.2% | +241.5% |
| All | +293.0% | +178.6% | +114.3% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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