+133.0%
ASX vs CDW
+20.3%
+112.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.9% | +0.4% | +3.1% |
| 7D | -9.1% | +13.1% | -22.2% | -9.1% |
| 30D | -23.6% | +19.1% | -42.7% | -23.2% |
| 3M | -5.6% | +24.7% | -30.3% | -5.3% |
| 6M | +4.7% | +63.4% | -58.7% | +4.9% |
| YTD | +122.6% | +26.3% | +96.3% | +127.4% |
| 1Y | +133.0% | +20.6% | +112.4% | +146.8% |
| All | +133.0% | +20.3% | +112.7% | +146.8% |
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