+196.2%
PAAS vs CPB
-38.9%
+235.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -0.8% |
| 7D | -8.9% | -1.6% | -7.4% | -8.8% |
| 30D | -11.4% | +19.2% | -30.6% | -12.6% |
| 3M | -20.4% | -0.9% | -19.5% | -20.4% |
| 6M | -40.7% | +15.2% | -55.9% | -41.5% |
| YTD | -26.9% | -13.1% | -13.9% | -26.2% |
| 1Y | -3.1% | -22.4% | +19.4% | -1.1% |
| 3Y | +199.3% | -35.3% | +234.6% | +207.4% |
| 5Y | +48.3% | -33.0% | +81.3% | +50.6% |
| All | +196.2% | -38.9% | +235.1% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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