+69.3%
CCI vs PAAS
+205.7%
-136.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.3% |
| 7D | +2.5% | -8.9% | +11.4% | +3.4% |
| 30D | +14.4% | -11.4% | +25.8% | +15.6% |
| 3M | +21.7% | -20.4% | +42.1% | +24.1% |
| 6M | +4.0% | -40.7% | +44.7% | +8.8% |
| YTD | +6.2% | -26.9% | +33.2% | +7.9% |
| 1Y | +5.4% | -3.1% | +8.5% | +3.7% |
| 3Y | +11.7% | +199.3% | -187.5% | -5.5% |
| 5Y | -35.6% | +48.3% | -83.9% | -42.6% |
| All | +69.3% | +205.7% | -136.4% | +40.5% |
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 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