+200.1%
PAAS vs CVE
+159.5%
+40.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.2% |
| 7D | -2.9% | +2.5% | -5.4% | -3.3% |
| 30D | +6.8% | +16.7% | -9.9% | +4.0% |
| 3M | -2.9% | +9.3% | -12.2% | -4.6% |
| 6M | -16.4% | +43.6% | -60.0% | -22.3% |
| YTD | 0.0% | +93.6% | -93.6% | -11.6% |
| 1Y | +54.3% | +98.8% | -44.4% | +35.6% |
| 3Y | +230.7% | +73.6% | +157.1% | +193.3% |
| 5Y | +111.6% | +312.5% | -200.8% | +65.2% |
| All | +200.1% | +159.5% | +40.6% | +141.0% |
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