+76.6%
CB vs PAAS
+236.3%
-159.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.9% |
| 7D | +0.5% | -2.9% | +3.4% | +0.5% |
| 30D | -3.1% | +6.8% | -9.9% | -3.0% |
| 3M | +9.0% | -2.9% | +11.8% | +9.1% |
| 6M | +2.9% | -16.4% | +19.3% | +3.1% |
| YTD | +10.1% | 0.0% | +10.1% | +10.0% |
| 1Y | +22.8% | +54.3% | -31.5% | +21.4% |
| All | +76.6% | +236.3% | -159.6% | +75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling