+1,007.5%
ASX vs CDW
+338.4%
+669.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.2% | +4.4% | +5.7% |
| 7D | +0.8% | +2.6% | -1.7% | +0.4% |
| 30D | -20.4% | +20.4% | -40.8% | -26.3% |
| 3M | -2.1% | +28.5% | -30.6% | -12.8% |
| 6M | +8.2% | +70.6% | -62.4% | -17.4% |
| YTD | +137.3% | +29.1% | +108.2% | +100.2% |
| 1Y | +155.0% | +23.8% | +131.2% | +119.7% |
| 3Y | +397.9% | -14.5% | +412.4% | +408.1% |
| 5Y | +529.2% | -1.6% | +530.8% | +494.5% |
| 10Y | +1,007.5% | +322.0% | +685.5% | +741.0% |
| All | +1,007.5% | +338.4% | +669.1% | +741.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling