+3,552.3%
ASX vs CI
+873.0%
+2,679.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -0.7% | +1.3% | -2.0% | -1.0% |
| 30D | +2.0% | +4.4% | -2.5% | +0.8% |
| 3M | -1.3% | +0.7% | -2.0% | -2.2% |
| 6M | +71.4% | +0.3% | +71.1% | +69.5% |
| YTD | +135.3% | +3.8% | +131.5% | +130.6% |
| 1Y | +267.5% | -5.5% | +273.0% | +263.9% |
| 3Y | +388.5% | +8.1% | +380.4% | +354.4% |
| 5Y | +417.1% | +42.8% | +374.3% | +340.7% |
| 10Y | +872.7% | +143.9% | +728.9% | +593.4% |
| All | +3,552.3% | +873.0% | +2,679.3% | +1,520.9% |
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