+486.6%
COR vs PAAS
+168.2%
+318.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.8% | +6.7% | +1.0% |
| 7D | +2.4% | +4.2% | -1.8% | +2.3% |
| 30D | +7.7% | -13.8% | +21.5% | +8.1% |
| 3M | +7.5% | -22.7% | +30.2% | +8.2% |
| 6M | +34.1% | -32.1% | +66.2% | +35.4% |
| YTD | +3.9% | -22.3% | +26.1% | +4.0% |
| 1Y | -3.6% | +7.7% | -11.3% | -5.0% |
| 3Y | +80.5% | +214.0% | -133.5% | +66.6% |
| 5Y | +194.9% | +63.2% | +131.6% | +179.1% |
| 10Y | +486.6% | +185.5% | +301.1% | +443.2% |
| All | +486.6% | +168.2% | +318.4% | +443.2% |
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