+255.3%
PAAS vs CLBK
+64.7%
+190.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +5.0% | +3.9% |
| 7D | +2.6% | -1.5% | +4.1% | +2.8% |
| 30D | +2.5% | +6.7% | -4.2% | +1.7% |
| 3M | +15.1% | +21.2% | -6.1% | +12.5% |
| 6M | -12.1% | +42.0% | -54.0% | -15.6% |
| YTD | +3.1% | +63.3% | -60.2% | -2.8% |
| 1Y | +50.8% | +65.4% | -14.5% | +41.9% |
| 3Y | +259.5% | +52.5% | +207.0% | +237.8% |
| 5Y | +126.3% | +42.0% | +84.3% | +107.3% |
| All | +255.3% | +64.7% | +190.6% | +203.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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