+415.3%
ASX vs CAG
-39.4%
+454.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.2% | +5.9% |
| 7D | -19.9% | +5.8% | -25.7% | -18.5% |
| 30D | -30.9% | +16.4% | -47.2% | -27.8% |
| 3M | -15.1% | +3.8% | -18.9% | -13.2% |
| 6M | -6.5% | +10.8% | -17.3% | -2.2% |
| YTD | +98.4% | -5.8% | +104.3% | +105.2% |
| 1Y | +107.9% | -2.4% | +110.2% | +115.5% |
| 3Y | +325.3% | -33.4% | +358.7% | +327.4% |
| All | +415.3% | -39.4% | +454.8% | +436.6% |
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