-29.4%
CCL vs PAAS
+168.2%
-197.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.8% | +5.6% | +0.7% |
| 7D | +5.8% | +4.2% | +1.6% | +5.2% |
| 30D | +17.3% | -13.8% | +31.0% | +19.8% |
| 3M | +11.3% | -22.7% | +34.1% | +15.2% |
| 6M | +18.5% | -32.1% | +50.5% | +24.4% |
| YTD | +2.8% | -22.3% | +25.1% | +5.2% |
| 1Y | +16.7% | +7.7% | +9.1% | +13.9% |
| 3Y | +146.0% | +214.0% | -68.0% | +100.7% |
| 5Y | +33.6% | +63.2% | -29.6% | +15.6% |
| 10Y | -29.4% | +185.5% | -215.0% | -41.9% |
| All | -29.4% | +168.2% | -197.7% | -41.9% |
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