+367.9%
PCAR vs XEL
+146.5%
+221.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -0.2% | +0.9% | -1.1% | -0.4% |
| 30D | -6.9% | -0.9% | -6.0% | -6.7% |
| 3M | +2.1% | -1.4% | +3.5% | +2.4% |
| 6M | +1.6% | -5.8% | +7.4% | +2.9% |
| YTD | +12.2% | +4.7% | +7.5% | +10.5% |
| 1Y | +28.0% | +9.1% | +19.0% | +24.4% |
| 3Y | +61.0% | +47.8% | +13.1% | +42.1% |
| 5Y | +163.9% | +29.0% | +134.9% | +140.8% |
| 10Y | +367.9% | +154.0% | +213.9% | +336.8% |
| All | +367.9% | +146.5% | +221.4% | +336.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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