+248.2%
CB vs PAAS
+192.1%
+56.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.2% | -1.8% |
| 7D | +0.2% | +8.4% | -8.2% | 0.0% |
| 30D | +9.1% | -7.2% | +16.2% | +9.2% |
| 3M | +3.4% | -14.0% | +17.4% | +3.7% |
| 6M | +14.1% | -26.8% | +40.8% | +14.9% |
| YTD | +18.0% | -19.8% | +37.8% | +18.1% |
| 1Y | +30.1% | +22.8% | +7.3% | +27.9% |
| 3Y | +71.8% | +183.6% | -111.9% | +61.4% |
| 5Y | +101.8% | +73.8% | +28.0% | +92.3% |
| All | +248.2% | +192.1% | +56.1% | +224.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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