+71.3%
PAAS vs CVE
+148.3%
-77.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.6% | -1.6% |
| 7D | -0.4% | -14.1% | +13.7% | +2.8% |
| 30D | -11.6% | -11.6% | 0.0% | -9.5% |
| 3M | -15.6% | 0.0% | -15.6% | -16.5% |
| 6M | -19.1% | -8.4% | -10.7% | -18.8% |
| YTD | -20.9% | +65.9% | -86.8% | -34.0% |
| 1Y | +21.3% | +69.4% | -48.1% | +0.5% |
| 3Y | +177.4% | +55.9% | +121.5% | +128.2% |
| 5Y | +71.3% | +146.2% | -74.8% | +23.1% |
| All | +71.3% | +148.3% | -77.0% | +23.1% |
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