+168.2%
PCAR vs ZBRA
-39.4%
+207.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.0% |
| 7D | 0.0% | +2.6% | -2.5% | -0.6% |
| 30D | -7.7% | -6.4% | -1.4% | -6.2% |
| 3M | +3.7% | +51.3% | -47.6% | -7.8% |
| 6M | +2.3% | +60.5% | -58.2% | -10.9% |
| YTD | +12.8% | +45.2% | -32.4% | +0.2% |
| 1Y | +27.8% | +12.3% | +15.4% | +21.1% |
| 3Y | +61.8% | +37.5% | +24.3% | +40.8% |
| 5Y | +168.2% | -39.2% | +207.4% | +179.7% |
| All | +168.2% | -39.4% | +207.6% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling