+306.4%
CSCO vs PAAS
+192.1%
+114.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.4% | -2.1% |
| 7D | -10.2% | +8.4% | -18.6% | -10.7% |
| 30D | -20.1% | -7.2% | -12.9% | -19.7% |
| 3M | -22.1% | -14.0% | -8.0% | -21.3% |
| 6M | +3.2% | -26.8% | +29.9% | +5.0% |
| YTD | +24.1% | -19.8% | +43.9% | +25.0% |
| 1Y | +34.6% | +22.8% | +11.7% | +31.7% |
| 3Y | +90.0% | +183.6% | -93.7% | +74.3% |
| 5Y | +88.6% | +73.8% | +14.8% | +75.6% |
| All | +306.4% | +192.1% | +114.3% | +267.0% |
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