+85.0%
UBER vs PCAR
+168.1%
-83.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -3.9% | -0.5% | -3.4% | -3.7% |
| 30D | +11.1% | -6.2% | +17.3% | +14.1% |
| 3M | +4.9% | +5.9% | -1.0% | +1.9% |
| 6M | -1.2% | +0.4% | -1.6% | -2.1% |
| YTD | -7.3% | +14.8% | -22.1% | -13.9% |
| 1Y | -17.6% | +30.1% | -47.7% | -28.4% |
| 3Y | +61.1% | +66.7% | -5.6% | +17.6% |
| All | +85.0% | +168.1% | -83.1% | +3.7% |
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