+22.2%
CCL vs PAAS
+71.7%
-49.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.3% |
| 7D | +2.6% | +8.4% | -5.8% | +1.0% |
| 30D | +13.1% | -7.2% | +20.3% | +14.7% |
| 3M | +3.3% | -14.0% | +17.3% | +5.7% |
| 6M | +8.7% | -26.8% | +35.5% | +14.3% |
| YTD | -1.6% | -19.8% | +18.2% | +0.7% |
| 1Y | +14.0% | +22.8% | -8.9% | +6.9% |
| 3Y | +145.1% | +183.6% | -38.5% | +80.6% |
| All | +22.2% | +71.7% | -49.5% | +5.3% |
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