+56.5%
CCI vs PAAS
+178.0%
-121.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -1.2% |
| 7D | +0.9% | +8.8% | -7.9% | +0.1% |
| 30D | +10.3% | -8.5% | +18.7% | +11.1% |
| 3M | +17.9% | -17.0% | +34.9% | +19.7% |
| 6M | -0.5% | -27.9% | +27.4% | +2.1% |
| YTD | +2.7% | -17.5% | +20.2% | +3.1% |
| 1Y | +3.1% | +22.8% | -19.7% | -1.0% |
| 3Y | +8.0% | +224.2% | -216.3% | -9.4% |
| 5Y | -37.8% | +73.6% | -111.4% | -45.4% |
| 10Y | +56.5% | +186.4% | -129.8% | +29.0% |
| All | +56.5% | +178.0% | -121.5% | +29.0% |
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 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