+649.6%
PLTR vs PCAR
+117.7%
+532.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -3.8% | +3.8% | -7.6% | -5.7% |
| 30D | -19.2% | -2.0% | -17.3% | -18.6% |
| 3M | -3.7% | -19.1% | +15.4% | +7.5% |
| 6M | +22.5% | -6.8% | +29.3% | +25.5% |
| YTD | -5.0% | -2.5% | -2.6% | -7.2% |
| 1Y | -12.8% | +9.7% | -22.5% | -21.1% |
| 3Y | +758.3% | +34.0% | +724.3% | +513.2% |
| 5Y | +649.6% | +113.3% | +536.3% | +269.4% |
| All | +649.6% | +117.7% | +532.0% | +269.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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