+136.2%
XLP vs PAAS
+207.5%
-71.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | -0.2% |
| 7D | -0.2% | -7.0% | +6.8% | +0.1% |
| 30D | +8.2% | -15.3% | +23.5% | +8.9% |
| 3M | +7.7% | -27.7% | +35.5% | +9.2% |
| 6M | +9.3% | -40.5% | +49.8% | +11.7% |
| YTD | +19.5% | -26.5% | +46.0% | +20.2% |
| 1Y | +21.0% | -0.8% | +21.8% | +19.6% |
| 3Y | +43.2% | +196.9% | -153.7% | +30.7% |
| 5Y | +42.7% | +49.2% | -6.5% | +34.0% |
| All | +136.2% | +207.5% | -71.3% | +111.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling