+813.9%
CTAS vs PAAS
+178.0%
+636.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | +0.1% |
| 7D | -0.7% | +8.8% | -9.6% | -1.4% |
| 30D | +10.3% | -8.5% | +18.7% | +10.9% |
| 3M | +10.2% | -17.0% | +27.2% | +11.5% |
| 6M | +34.4% | -27.9% | +62.3% | +37.1% |
| YTD | +19.6% | -17.5% | +37.0% | +19.8% |
| 1Y | +21.8% | +22.8% | -1.0% | +17.6% |
| 3Y | +74.1% | +224.2% | -150.1% | +50.4% |
| 5Y | +114.0% | +73.6% | +40.4% | +91.7% |
| 10Y | +813.9% | +186.4% | +627.6% | +676.4% |
| All | +813.9% | +178.0% | +636.0% | +676.4% |
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