+748.4%
ASX vs CDW
+303.2%
+445.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +6.8% |
| 7D | -19.9% | +2.1% | -22.0% | -20.6% |
| 30D | -30.9% | +14.7% | -45.6% | -34.7% |
| 3M | -15.1% | +11.1% | -26.2% | -19.7% |
| 6M | -6.5% | +45.6% | -52.1% | -23.7% |
| YTD | +98.4% | +17.1% | +81.3% | +74.2% |
| 1Y | +107.9% | +13.2% | +94.7% | +85.6% |
| 3Y | +325.3% | -22.2% | +347.5% | +350.5% |
| 5Y | +447.3% | -10.1% | +457.4% | +436.3% |
| All | +748.4% | +303.2% | +445.2% | +643.3% |
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 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