+40.5%
CVS vs PAAS
+197.3%
-156.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | -1.6% | +2.0% | -3.6% | -1.6% |
| 30D | +0.4% | -0.1% | +0.5% | +0.3% |
| 3M | -0.4% | +8.2% | -8.7% | -0.8% |
| 6M | +25.1% | -13.8% | +38.9% | +25.4% |
| YTD | +23.9% | -0.6% | +24.5% | +23.5% |
| 1Y | +41.1% | +44.0% | -2.9% | +39.1% |
| 3Y | +63.6% | +246.6% | -183.0% | +56.7% |
| 5Y | +31.5% | +116.1% | -84.6% | +26.8% |
| 10Y | +40.5% | +202.7% | -162.3% | +38.1% |
| All | +40.5% | +197.3% | -156.9% | +38.1% |
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