+842.6%
ASX vs CFG
+248.3%
+594.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.9% | +5.7% | +7.6% |
| 7D | -12.3% | +0.3% | -12.5% | -12.1% |
| 30D | -26.0% | +3.2% | -29.2% | -26.6% |
| 3M | -8.1% | -9.7% | +1.6% | -4.9% |
| 6M | +1.4% | +3.6% | -2.2% | +0.1% |
| YTD | +115.6% | +14.7% | +100.9% | +105.4% |
| 1Y | +128.0% | +29.6% | +98.5% | +108.6% |
| 3Y | +371.4% | +190.6% | +180.8% | +226.0% |
| 5Y | +469.4% | +67.1% | +402.3% | +359.3% |
| 10Y | +842.6% | +237.0% | +605.6% | +583.2% |
| All | +842.6% | +248.3% | +594.4% | +583.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling