+3,354.6%
ASX vs CAG
+157.5%
+3,197.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.3% |
| 7D | -9.1% | +6.6% | -15.8% | -10.1% |
| 30D | -23.6% | +13.9% | -37.5% | -25.4% |
| 3M | -5.6% | +4.0% | -9.6% | -6.8% |
| 6M | +4.7% | +10.0% | -5.3% | +1.8% |
| YTD | +122.6% | -6.1% | +128.7% | +121.5% |
| 1Y | +133.0% | -4.3% | +137.3% | +130.9% |
| 3Y | +367.1% | -34.6% | +401.7% | +388.9% |
| 5Y | +504.7% | -39.4% | +544.2% | +535.9% |
| 10Y | +887.2% | -34.2% | +921.4% | +864.3% |
| All | +3,354.6% | +157.5% | +3,197.1% | +2,074.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling