+198.0%
CDE vs PAAS
+114.5%
+83.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.1% | -2.0% |
| 7D | +2.3% | +2.0% | +0.3% | +0.2% |
| 30D | +18.8% | -0.1% | +18.9% | +18.1% |
| 3M | +23.5% | +8.2% | +15.2% | +13.9% |
| 6M | -8.6% | -13.8% | +5.1% | +8.2% |
| YTD | +16.0% | -0.6% | +16.6% | +18.2% |
| 1Y | +42.1% | +44.0% | -1.9% | -3.1% |
| 3Y | +835.9% | +246.6% | +589.3% | +150.3% |
| All | +198.0% | +114.5% | +83.5% | +34.6% |
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