+406.2%
ASX vs CAG
-36.4%
+442.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | -0.1% |
| 7D | -0.7% | -3.8% | +3.1% | -1.9% |
| 30D | +2.0% | +3.1% | -1.1% | +3.0% |
| 3M | -1.3% | +23.5% | -24.8% | +5.4% |
| 6M | +71.4% | -14.8% | +86.3% | +72.5% |
| YTD | +135.3% | -5.4% | +140.8% | +141.8% |
| 1Y | +267.5% | -11.8% | +279.3% | +274.1% |
| All | +406.2% | -36.4% | +442.6% | +387.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling