+188.9%
PAAS vs CVE
+136.1%
+52.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.5% |
| 7D | +8.4% | -16.1% | +24.5% | +11.2% |
| 30D | -7.2% | -10.4% | +3.2% | -5.9% |
| 3M | -14.0% | -2.4% | -11.7% | -14.2% |
| 6M | -26.8% | -4.4% | -22.3% | -26.9% |
| YTD | -19.8% | +64.9% | -84.7% | -27.4% |
| 1Y | +22.8% | +66.0% | -43.2% | +11.0% |
| 3Y | +183.6% | +57.7% | +126.0% | +155.2% |
| 5Y | +73.8% | +144.7% | -70.9% | +45.6% |
| All | +188.9% | +136.1% | +52.7% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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