+61.0%
XLC vs PAAS
+182.2%
-121.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.0% | +0.3% |
| 7D | +4.9% | +8.4% | -3.5% | +4.2% |
| 30D | -5.8% | -7.2% | +1.4% | -5.4% |
| 3M | -5.4% | -14.0% | +8.6% | -4.7% |
| 6M | -10.2% | -26.8% | +16.6% | -8.6% |
| YTD | -10.2% | -19.8% | +9.6% | -9.8% |
| 1Y | -5.6% | +22.8% | -28.5% | -9.0% |
| 3Y | +61.0% | +183.6% | -122.6% | +40.5% |
| All | +61.0% | +182.2% | -121.2% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 3y: compounded portfolio wealth divided by compounded PAAS 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…
3y analysis · Full analysis span regression · 6 months rolling