+125.7%
ASX vs CFG
+29.0%
+96.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.9% | +5.7% | +7.3% |
| 7D | -12.3% | +0.3% | -12.5% | -12.0% |
| 30D | -26.0% | +3.2% | -29.2% | -26.4% |
| 3M | -8.1% | -9.7% | +1.6% | -4.4% |
| 6M | +1.4% | +3.6% | -2.2% | +0.8% |
| YTD | +115.6% | +14.7% | +100.9% | +102.7% |
| All | +125.7% | +29.0% | +96.6% | +101.5% |
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