+432.3%
ASX vs CAG
-40.1%
+472.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | 0.0% |
| 7D | -0.7% | -3.8% | +3.1% | -1.4% |
| 30D | +2.0% | +3.1% | -1.1% | +2.6% |
| 3M | -1.3% | +23.5% | -24.8% | +2.8% |
| 6M | +71.4% | -14.8% | +86.3% | +73.0% |
| YTD | +135.3% | -5.4% | +140.8% | +139.9% |
| 1Y | +267.5% | -11.8% | +279.3% | +273.2% |
| 3Y | +388.5% | -36.7% | +425.1% | +385.1% |
| All | +432.3% | -40.1% | +472.4% | +443.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling