+52.0%
CVS vs PAAS
+178.0%
-126.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | +1.6% |
| 7D | -3.7% | +8.8% | -12.5% | -3.9% |
| 30D | -0.3% | -8.5% | +8.1% | -0.1% |
| 3M | -10.3% | -17.0% | +6.7% | -9.9% |
| 6M | -4.6% | -27.9% | +23.3% | -3.9% |
| YTD | +10.7% | -17.5% | +28.2% | +10.9% |
| 1Y | +11.2% | +22.8% | -11.6% | +10.3% |
| 3Y | +43.0% | +224.2% | -181.2% | +37.3% |
| 5Y | +8.6% | +73.6% | -65.0% | +5.3% |
| 10Y | +52.0% | +186.4% | -134.4% | +48.6% |
| All | +52.0% | +178.0% | -126.0% | +48.6% |
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