+65.2%
CSGP vs PAAS
+192.1%
-126.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.5% | -6.1% | -4.8% |
| 7D | +1.3% | +8.4% | -7.1% | +0.6% |
| 30D | +10.7% | -7.2% | +17.9% | +11.2% |
| 3M | +3.3% | -14.0% | +17.3% | +4.1% |
| 6M | -10.3% | -26.8% | +16.4% | -8.8% |
| YTD | -54.6% | -19.8% | -34.8% | -54.5% |
| 1Y | -54.6% | +22.8% | -77.5% | -56.4% |
| 3Y | -60.3% | +183.6% | -244.0% | -65.7% |
| 5Y | -63.3% | +73.8% | -137.1% | -67.5% |
| All | +65.2% | +192.1% | -126.9% | +45.7% |
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