+13,463.4%
PCAR vs ZBRA
+9,227.6%
+4,235.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.2% |
| 7D | -0.5% | +1.8% | -2.3% | -1.0% |
| 30D | -6.2% | -1.7% | -4.5% | -5.9% |
| 3M | +5.9% | +47.8% | -41.9% | -5.3% |
| 6M | +0.4% | +56.7% | -56.3% | -12.0% |
| YTD | +14.8% | +49.4% | -34.6% | +1.3% |
| 1Y | +30.1% | +16.5% | +13.6% | +21.9% |
| 3Y | +66.7% | +31.5% | +35.2% | +47.2% |
| 5Y | +166.1% | -38.6% | +204.7% | +176.4% |
| 10Y | +353.7% | +421.0% | -67.3% | +158.8% |
| All | +13,463.4% | +9,227.6% | +4,235.8% | +4,201.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling