+985.8%
ASX vs CF
+479.1%
+506.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.1% |
| 7D | +12.4% | +4.8% | +7.6% | +11.6% |
| 30D | -19.8% | +4.7% | -24.5% | -20.7% |
| 3M | -10.3% | +7.4% | -17.7% | -12.0% |
| 6M | +1.2% | +0.6% | +0.6% | -0.1% |
| YTD | +123.0% | +64.1% | +58.9% | +93.4% |
| 1Y | +145.4% | +51.4% | +94.0% | +116.5% |
| 3Y | +368.6% | +67.8% | +300.8% | +294.3% |
| 5Y | +486.0% | +114.1% | +371.9% | +341.9% |
| All | +985.8% | +479.1% | +506.7% | +529.5% |
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