+1,008.4%
ASX vs CDW
+315.4%
+693.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.9% | -4.0% |
| 7D | +22.1% | +9.1% | +13.0% | +17.9% |
| 30D | -23.8% | +13.7% | -37.5% | -27.6% |
| 3M | -7.6% | +27.0% | -34.6% | -17.3% |
| 6M | +6.9% | +75.9% | -68.9% | -19.8% |
| YTD | +127.7% | +28.9% | +98.8% | +91.9% |
| 1Y | +144.5% | +19.6% | +124.9% | +114.2% |
| 3Y | +377.8% | -14.6% | +392.4% | +387.9% |
| 5Y | +498.2% | -3.2% | +501.4% | +468.5% |
| All | +1,008.4% | +315.4% | +693.0% | +675.5% |
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