+56.1%
CDE vs PAAS
+230.4%
-174.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.8% |
| 7D | -3.1% | -1.9% | -1.2% | -1.2% |
| 30D | +9.5% | -3.6% | +13.0% | +12.8% |
| 3M | +25.5% | +8.6% | +16.9% | +15.7% |
| 6M | -7.9% | -16.7% | +8.8% | +12.5% |
| YTD | +15.6% | -1.9% | +17.5% | +19.9% |
| 1Y | +34.0% | +38.0% | -4.0% | -2.1% |
| 3Y | +791.9% | +234.9% | +557.0% | +171.7% |
| 5Y | +197.7% | +119.5% | +78.3% | +40.9% |
| All | +56.1% | +230.4% | -174.3% | -42.0% |
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 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