+119.0%
PAAS vs CVE
+317.2%
-198.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.1% |
| 7D | -2.9% | +2.5% | -5.4% | -3.5% |
| 30D | +6.8% | +16.7% | -9.9% | +2.6% |
| 3M | -2.9% | +9.3% | -12.2% | -5.5% |
| 6M | -16.4% | +43.6% | -60.0% | -25.8% |
| YTD | 0.0% | +93.6% | -93.6% | -18.4% |
| 1Y | +54.3% | +98.8% | -44.4% | +24.3% |
| 3Y | +230.7% | +73.6% | +157.1% | +168.5% |
| All | +119.0% | +317.2% | -198.3% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling