+62.7%
CVS vs PAAS
+183.5%
-120.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.6% |
| 7D | +12.0% | -5.2% | +17.1% | +12.1% |
| 30D | +2.8% | -13.9% | +16.7% | +3.1% |
| 3M | -3.6% | -23.8% | +20.2% | -3.0% |
| 6M | -1.6% | -36.4% | +34.8% | -0.6% |
| YTD | +16.3% | -23.4% | +39.6% | +16.6% |
| 1Y | +15.5% | +5.6% | +9.9% | +14.9% |
| 3Y | +48.1% | +209.7% | -161.6% | +42.5% |
| 5Y | +12.3% | +55.6% | -43.3% | +9.2% |
| 10Y | +62.7% | +212.2% | -149.5% | +62.1% |
| All | +62.7% | +183.5% | -120.8% | +62.1% |
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