+65.0%
UBER vs PCAR
+188.6%
-123.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +1.0% |
| 7D | +5.1% | +0.1% | +5.1% | +5.1% |
| 30D | +0.2% | -4.6% | +4.8% | +2.6% |
| 3M | -2.7% | -22.6% | +19.9% | +11.0% |
| 6M | -13.4% | -12.0% | -1.4% | -8.3% |
| YTD | -16.1% | -6.1% | -10.0% | -15.1% |
| 1Y | -25.5% | +6.3% | -31.9% | -30.0% |
| 3Y | +42.5% | +31.8% | +10.7% | +12.2% |
| 5Y | +45.3% | +104.2% | -58.8% | -15.9% |
| All | +65.0% | +188.6% | -123.6% | -35.3% |
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