+109.2%
PAAS vs CVE
+62.8%
+46.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.3% |
| 6M | -19.1% | -8.4% | -10.7% | -18.8% |
| YTD | -20.9% | +65.9% | -86.8% | -31.7% |
| 1Y | +21.3% | +69.4% | -48.1% | +4.1% |
| 3Y | +177.4% | +55.9% | +121.5% | +139.2% |
| 5Y | +71.3% | +146.2% | -74.8% | +28.5% |
| 10Y | +181.5% | +140.6% | +40.8% | +84.9% |
| All | +109.2% | +62.8% | +46.5% | +55.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling