+887.2%
ASX vs CAG
-38.9%
+926.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.2% |
| 7D | -9.1% | +6.6% | -15.8% | -8.8% |
| 30D | -23.6% | +13.9% | -37.5% | -23.1% |
| 3M | -5.6% | +4.0% | -9.6% | -5.2% |
| 6M | +4.7% | +10.0% | -5.3% | +5.3% |
| YTD | +122.6% | -6.1% | +128.7% | +125.1% |
| 1Y | +133.0% | -4.3% | +137.3% | +135.3% |
| 3Y | +367.1% | -34.6% | +401.7% | +378.5% |
| 5Y | +504.7% | -39.4% | +544.2% | +521.5% |
| 10Y | +887.2% | -34.2% | +921.4% | +907.7% |
| All | +887.2% | -38.9% | +926.1% | +907.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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