+71.2%
UBER vs PCAR
+199.3%
-128.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +1.8% |
| 7D | +6.7% | +2.9% | +3.8% | +5.1% |
| 30D | -0.5% | -2.1% | +1.7% | +0.6% |
| 3M | -5.1% | -20.4% | +15.2% | +6.6% |
| 6M | -5.7% | -7.0% | +1.3% | -3.1% |
| YTD | -12.9% | -2.6% | -10.3% | -13.5% |
| 1Y | -22.6% | +9.8% | -32.4% | -28.5% |
| 3Y | +42.2% | +37.3% | +4.9% | +9.6% |
| 5Y | +56.4% | +116.4% | -60.1% | -12.5% |
| All | +71.2% | +199.3% | -128.0% | -34.1% |
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