+100.6%
CB vs PAAS
+76.1%
+24.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -0.4% |
| 7D | -1.5% | +8.8% | -10.3% | -1.6% |
| 30D | +6.5% | -8.5% | +15.0% | +6.5% |
| 3M | +4.1% | -17.0% | +21.1% | +4.1% |
| 6M | +14.4% | -27.9% | +42.3% | +14.8% |
| YTD | +17.5% | -17.5% | +35.0% | +17.3% |
| 1Y | +27.5% | +22.8% | +4.7% | +26.0% |
| 3Y | +71.6% | +224.2% | -152.6% | +64.2% |
| 5Y | +100.6% | +73.6% | +27.0% | +103.5% |
| All | +100.6% | +76.1% | +24.6% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling