-28.5%
CCL vs PAAS
+178.0%
-206.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.7% |
| 7D | +3.1% | +8.8% | -5.8% | +1.8% |
| 30D | +17.5% | -8.5% | +26.0% | +19.0% |
| 3M | +6.8% | -17.0% | +23.8% | +9.3% |
| 6M | +18.7% | -27.9% | +46.6% | +23.6% |
| YTD | +3.0% | -17.5% | +20.5% | +4.5% |
| 1Y | +17.7% | +22.8% | -5.1% | +12.7% |
| 3Y | +155.6% | +224.2% | -68.6% | +107.6% |
| 5Y | +30.2% | +73.6% | -43.5% | +11.6% |
| 10Y | -28.5% | +186.4% | -214.8% | -41.4% |
| All | -28.5% | +178.0% | -206.5% | -41.4% |
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