+34.0%
CCL vs PAAS
+51.0%
-17.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.2% | -3.5% |
| 7D | -0.3% | -7.0% | +6.7% | +1.2% |
| 30D | +10.3% | -15.3% | +25.6% | +14.0% |
| 3M | +6.6% | -27.7% | +34.3% | +13.1% |
| 6M | +20.0% | -40.5% | +60.5% | +31.8% |
| YTD | -1.9% | -26.5% | +24.6% | +2.2% |
| 1Y | +10.4% | -0.8% | +11.2% | +8.2% |
| 3Y | +134.8% | +196.9% | -62.1% | +70.5% |
| 5Y | +34.0% | +49.2% | -15.2% | +33.0% |
| All | +34.0% | +51.0% | -17.0% | +33.0% |
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 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