+748.4%
ASX vs CF
+561.7%
+186.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.7% | +5.7% | +6.3% |
| 7D | -19.9% | -3.2% | -16.8% | -19.7% |
| 30D | -30.9% | +4.3% | -35.2% | -31.7% |
| 3M | -15.1% | +2.8% | -17.9% | -16.1% |
| 6M | -6.5% | +0.6% | -7.1% | -7.9% |
| YTD | +98.4% | +56.6% | +41.8% | +73.9% |
| 1Y | +107.9% | +49.6% | +58.2% | +83.8% |
| 3Y | +325.3% | +61.5% | +263.8% | +261.1% |
| 5Y | +447.3% | +124.0% | +323.3% | +308.9% |
| All | +748.4% | +561.7% | +186.7% | +439.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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