+239.7%
PAAS vs CLX
-3.8%
+243.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.9% | +4.0% |
| 7D | +2.6% | -4.9% | +7.6% | +3.3% |
| 30D | +2.5% | -15.8% | +18.3% | +4.7% |
| 3M | +15.1% | -7.9% | +23.0% | +16.1% |
| 6M | -12.1% | -19.0% | +7.0% | -10.0% |
| YTD | +3.1% | -7.9% | +11.0% | +4.2% |
| 1Y | +50.8% | -25.4% | +76.2% | +56.0% |
| 3Y | +259.5% | -35.0% | +294.5% | +275.9% |
| 5Y | +126.3% | -36.8% | +163.1% | +134.6% |
| 10Y | +239.7% | -1.4% | +241.2% | +218.9% |
| All | +239.7% | -3.8% | +243.6% | +218.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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