+362.3%
CSCO vs PAAS
+200.1%
+162.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.7% |
| 7D | -0.7% | -2.9% | +2.2% | -0.5% |
| 30D | -10.1% | +6.8% | -16.9% | -10.6% |
| 3M | -15.7% | -2.9% | -12.8% | -15.7% |
| 6M | +36.3% | -16.4% | +52.7% | +37.3% |
| YTD | +43.8% | 0.0% | +43.8% | +42.9% |
| 1Y | +63.9% | +54.3% | +9.6% | +57.8% |
| 3Y | +104.4% | +230.7% | -126.3% | +85.3% |
| 5Y | +111.4% | +111.6% | -0.3% | +94.1% |
| All | +362.3% | +200.1% | +162.2% | +321.1% |
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 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