+432.3%
ASX vs CF
+227.0%
+205.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +0.4% |
| 7D | -0.7% | +6.0% | -6.7% | -1.1% |
| 30D | +2.0% | +14.8% | -12.9% | +1.1% |
| 3M | -1.3% | +14.1% | -15.4% | -2.4% |
| 6M | +71.4% | +28.5% | +42.9% | +64.6% |
| YTD | +135.3% | +74.9% | +60.4% | +115.3% |
| 1Y | +267.5% | +61.7% | +205.8% | +239.4% |
| 3Y | +388.5% | +80.3% | +308.2% | +334.8% |
| All | +432.3% | +227.0% | +205.3% | +307.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling