+185.5%
PAAS vs CPB
-40.9%
+226.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -5.7% |
| 7D | +4.2% | +2.9% | +1.3% | +4.0% |
| 30D | -13.8% | +17.6% | -31.4% | -14.8% |
| 3M | -22.7% | +2.0% | -24.8% | -22.9% |
| 6M | -32.1% | +11.6% | -43.7% | -32.9% |
| YTD | -22.3% | -13.8% | -8.5% | -21.4% |
| 1Y | +7.7% | -21.6% | +29.2% | +9.7% |
| 3Y | +214.0% | -35.8% | +249.8% | +222.7% |
| 5Y | +63.2% | -33.3% | +96.5% | +65.8% |
| 10Y | +185.5% | -39.4% | +224.9% | +153.2% |
| All | +185.5% | -40.9% | +226.4% | +153.2% |
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