+145.4%
ASX vs CAG
-9.3%
+154.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -1.2% |
| 7D | +12.4% | -3.3% | +15.7% | +9.9% |
| 30D | -19.8% | +7.7% | -27.5% | -14.7% |
| 3M | -10.3% | -3.2% | -7.1% | -9.3% |
| 6M | +1.2% | +7.0% | -5.7% | +11.4% |
| YTD | +123.0% | -9.0% | +132.0% | +144.9% |
| 1Y | +145.4% | -9.6% | +155.0% | +168.3% |
| All | +145.4% | -9.3% | +154.7% | +168.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling