+64.7%
XLC vs PAAS
+195.7%
-131.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.1% |
| 7D | +3.7% | -8.9% | +12.6% | +4.4% |
| 30D | -1.9% | -11.4% | +9.5% | -1.1% |
| 3M | -3.1% | -20.4% | +17.3% | -1.7% |
| 6M | -6.4% | -40.7% | +34.3% | -3.0% |
| YTD | -6.8% | -26.9% | +20.1% | -5.8% |
| 1Y | -1.7% | -3.1% | +1.4% | -3.3% |
| 3Y | +64.7% | +199.3% | -134.6% | +42.6% |
| All | +64.7% | +195.7% | -131.0% | +42.6% |
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