+37.6%
CL vs PAAS
+182.2%
-144.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.6% | -2.2% |
| 7D | +1.3% | +8.4% | -7.1% | +1.4% |
| 30D | +11.4% | -7.2% | +18.5% | +11.3% |
| 3M | +4.4% | -14.0% | +18.4% | +4.3% |
| 6M | +10.8% | -26.8% | +37.5% | +10.8% |
| YTD | +25.1% | -19.8% | +44.9% | +25.0% |
| 1Y | +28.0% | +22.8% | +5.1% | +28.1% |
| 3Y | +37.6% | +183.6% | -146.0% | +35.1% |
| All | +37.6% | +182.2% | -144.5% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling