+3,552.3%
ASX vs CAG
+159.4%
+3,392.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -0.7% | -3.8% | +3.1% | -0.1% |
| 30D | +2.0% | +3.1% | -1.1% | +1.4% |
| 3M | -1.3% | +23.5% | -24.8% | -5.4% |
| 6M | +71.4% | -14.8% | +86.3% | +75.1% |
| YTD | +135.3% | -5.4% | +140.8% | +135.2% |
| 1Y | +267.5% | -11.8% | +279.3% | +270.9% |
| 3Y | +388.5% | -36.7% | +425.1% | +417.4% |
| 5Y | +417.1% | -40.3% | +457.4% | +448.1% |
| 10Y | +872.7% | -37.0% | +909.7% | +867.0% |
| All | +3,552.3% | +159.4% | +3,392.9% | +2,208.1% |
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