+5.7%
CVS vs PAAS
+71.7%
-66.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +3.1% |
| 7D | -7.1% | +8.4% | -15.5% | -7.4% |
| 30D | -4.0% | -7.2% | +3.2% | -3.7% |
| 3M | -12.2% | -14.0% | +1.8% | -11.8% |
| 6M | -2.2% | -26.8% | +24.6% | -1.1% |
| YTD | +8.9% | -19.8% | +28.7% | +9.3% |
| 1Y | +9.9% | +22.8% | -13.0% | +8.2% |
| 3Y | +32.1% | +183.6% | -151.5% | +23.2% |
| All | +5.7% | +71.7% | -66.0% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling