+53.2%
UBER vs PCAR
+113.3%
-60.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.5% |
| 7D | +0.5% | +2.1% | -1.6% | -0.4% |
| 30D | -3.1% | -1.2% | -1.9% | -2.6% |
| 3M | -8.3% | -18.6% | +10.3% | +0.1% |
| 6M | -9.5% | -5.1% | -4.4% | -8.2% |
| YTD | -15.4% | -1.8% | -13.6% | -16.3% |
| 1Y | -26.1% | +10.6% | -36.8% | -31.3% |
| 3Y | +34.0% | +34.9% | -0.9% | +5.9% |
| 5Y | +53.2% | +114.0% | -60.8% | -12.8% |
| All | +53.2% | +113.3% | -60.1% | -12.8% |
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