+432.3%
ASX vs CDW
-19.1%
+451.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -0.7% | +3.2% | -3.9% | -2.2% |
| 30D | +2.0% | +9.3% | -7.3% | -2.4% |
| 3M | -1.3% | +9.8% | -11.1% | -6.9% |
| 6M | +71.4% | +23.3% | +48.1% | +46.5% |
| YTD | +135.3% | +13.7% | +121.7% | +108.6% |
| 1Y | +267.5% | -6.5% | +274.0% | +268.4% |
| 3Y | +388.5% | -25.2% | +413.7% | +449.3% |
| All | +432.3% | -19.1% | +451.4% | +456.2% |
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