+1,007.5%
ASX vs CG
+299.0%
+708.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.4% | +8.0% | +7.2% |
| 7D | +0.8% | -3.8% | +4.6% | +3.1% |
| 30D | -20.4% | +7.5% | -27.9% | -22.7% |
| 3M | -2.1% | -14.4% | +12.2% | +3.9% |
| 6M | +8.2% | -15.7% | +23.9% | +15.4% |
| YTD | +137.3% | -29.0% | +166.2% | +168.4% |
| 1Y | +155.0% | -22.1% | +177.1% | +177.1% |
| 3Y | +397.9% | +49.1% | +348.8% | +295.2% |
| 5Y | +529.2% | -18.4% | +547.6% | +510.9% |
| 10Y | +1,007.5% | +295.1% | +712.4% | +612.1% |
| All | +1,007.5% | +299.0% | +708.5% | +612.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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