+325.1%
COP vs PAAS
+197.3%
+127.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.2% | +0.7% |
| 7D | -0.8% | +2.0% | -2.8% | -1.1% |
| 30D | +15.6% | -0.1% | +15.7% | +15.4% |
| 3M | +14.3% | +8.2% | +6.1% | +12.7% |
| 6M | +17.0% | -13.8% | +30.8% | +17.7% |
| YTD | +47.4% | -0.6% | +48.1% | +44.3% |
| 1Y | +52.4% | +44.0% | +8.4% | +40.4% |
| 3Y | +20.8% | +246.6% | -225.8% | -5.5% |
| 5Y | +191.7% | +116.1% | +75.6% | +139.7% |
| 10Y | +325.1% | +202.7% | +122.3% | +230.7% |
| All | +325.1% | +197.3% | +127.7% | +230.7% |
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