+2,793.8%
ASX vs CI
+944.1%
+1,849.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.3% | -19.5% | -20.5% |
| 7D | -33.3% | +1.0% | -34.3% | -33.4% |
| 30D | -36.5% | +9.9% | -46.3% | -38.1% |
| 3M | -19.2% | +12.1% | -31.3% | -21.8% |
| 6M | -10.2% | +10.6% | -20.8% | -13.5% |
| YTD | +86.5% | +11.4% | +75.1% | +78.9% |
| 1Y | +89.6% | +18.8% | +70.9% | +78.8% |
| 3Y | +298.6% | +2.9% | +295.7% | +275.2% |
| 5Y | +414.3% | +54.5% | +359.7% | +328.4% |
| 10Y | +711.1% | +175.7% | +535.3% | +459.0% |
| All | +2,793.8% | +944.1% | +1,849.7% | +1,157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 all: compounded portfolio wealth divided by compounded CI 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…
all analysis · Full analysis span regression · 6 months rolling