+186.4%
PAAS vs CPB
-39.9%
+226.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.2% | +4.1% | +3.0% |
| 7D | +8.8% | +3.3% | +5.6% | +8.6% |
| 30D | -8.5% | +19.0% | -27.5% | -9.7% |
| 3M | -17.0% | +0.4% | -17.5% | -17.1% |
| 6M | -27.9% | +13.0% | -40.9% | -28.8% |
| YTD | -17.5% | -12.7% | -4.7% | -16.6% |
| 1Y | +22.8% | -20.9% | +43.7% | +25.1% |
| 3Y | +224.2% | -35.4% | +259.6% | +233.4% |
| 5Y | +73.6% | -32.3% | +105.9% | +76.2% |
| 10Y | +186.4% | -40.5% | +226.9% | +165.5% |
| All | +186.4% | -39.9% | +226.3% | +165.5% |
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