+70.0%
UBER vs PCAR
+207.1%
-137.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | -0.4% |
| 7D | +1.2% | +2.2% | -1.0% | 0.0% |
| 30D | -1.1% | +0.3% | -1.5% | -1.3% |
| 3M | -10.0% | -17.9% | +7.9% | -0.5% |
| 6M | -7.2% | -3.4% | -3.8% | -6.5% |
| YTD | -13.5% | -0.1% | -13.4% | -15.2% |
| 1Y | -24.5% | +13.4% | -37.9% | -31.4% |
| 3Y | +37.0% | +37.2% | -0.2% | +6.0% |
| 5Y | +63.3% | +117.3% | -54.0% | -8.5% |
| All | +70.0% | +207.1% | -137.0% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling