-13.1%
PCOR vs SPXU
-89.2%
+76.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.0% | +8.5% | -2.2% |
| 7D | +22.2% | -1.5% | +23.7% | +22.2% |
| 30D | +36.0% | +9.7% | +26.4% | +44.1% |
| 3M | +34.0% | +8.4% | +25.6% | +41.9% |
| 6M | +43.5% | -5.7% | +49.2% | +42.4% |
| YTD | +5.1% | -25.4% | +30.6% | -6.7% |
| 1Y | -3.9% | -28.9% | +24.9% | -16.4% |
| 3Y | +52.9% | -81.2% | +134.1% | -23.2% |
| 5Y | -18.7% | -83.3% | +64.6% | -47.7% |
| All | -13.1% | -89.2% | +76.1% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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