+504.7%
ASX vs CDW
-2.4%
+507.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.9% | +0.4% | +2.0% |
| 7D | -9.1% | +13.1% | -22.2% | -13.6% |
| 30D | -23.6% | +19.1% | -42.7% | -28.9% |
| 3M | -5.6% | +24.7% | -30.3% | -15.1% |
| 6M | +4.7% | +63.4% | -58.7% | -20.4% |
| YTD | +122.6% | +26.3% | +96.3% | +87.6% |
| 1Y | +133.0% | +20.6% | +112.4% | +102.5% |
| 3Y | +367.1% | -16.3% | +383.4% | +397.7% |
| 5Y | +504.7% | -3.9% | +508.7% | +447.0% |
| All | +504.7% | -2.4% | +507.1% | +447.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling