+146.5%
ASX vs CDW
+13.2%
+133.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +12.7% | -16.6% | -3.9% |
| 7D | -14.6% | +3.7% | -18.3% | -14.3% |
| 30D | -21.1% | +26.0% | -47.1% | -20.8% |
| 3M | -3.1% | +10.1% | -13.2% | -2.8% |
| 6M | +17.4% | +26.1% | -8.7% | +19.5% |
| YTD | +135.3% | +25.9% | +109.5% | +140.0% |
| 1Y | +146.5% | +21.5% | +125.0% | +158.3% |
| All | +146.5% | +13.2% | +133.3% | +158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling