+146.5%
ASX vs CFG
+34.2%
+112.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.4% | -6.3% | -4.8% |
| 7D | -14.6% | +1.8% | -16.4% | -15.0% |
| 30D | -21.1% | +3.3% | -24.4% | -21.9% |
| 3M | -3.1% | -9.8% | +6.8% | +0.6% |
| 6M | +17.4% | +5.2% | +12.2% | +15.6% |
| YTD | +135.3% | +16.1% | +119.2% | +118.4% |
| 1Y | +146.5% | +33.7% | +112.8% | +111.5% |
| All | +146.5% | +34.2% | +112.3% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 1y: compounded portfolio wealth divided by compounded CFG 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…
1y analysis · Full analysis span regression · 6 months rolling