+75.9%
UBER vs PCAR
+246.7%
-170.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -2.6% |
| 7D | -2.8% | 0.0% | -2.8% | -2.8% |
| 30D | -2.5% | -7.7% | +5.2% | +1.6% |
| 3M | +4.4% | +3.7% | +0.7% | +1.8% |
| 6M | -2.7% | +2.3% | -5.0% | -4.9% |
| YTD | -10.5% | +12.8% | -23.3% | -17.6% |
| 1Y | -22.5% | +27.8% | -50.3% | -34.0% |
| 3Y | +54.8% | +61.8% | -7.0% | +9.5% |
| 5Y | +82.5% | +168.2% | -85.7% | -9.8% |
| All | +75.9% | +246.7% | -170.8% | -37.2% |
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