+963.7%
ASX vs CMI
+509.0%
+454.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.8% |
| 7D | +6.5% | +0.8% | +5.7% | +5.9% |
| 30D | +3.1% | -12.8% | +15.9% | +11.5% |
| 3M | +17.4% | -12.4% | +29.8% | +27.7% |
| 6M | +85.4% | -0.9% | +86.3% | +89.5% |
| YTD | +150.1% | +8.9% | +141.2% | +140.7% |
| 1Y | +256.3% | +37.7% | +218.6% | +200.9% |
| 3Y | +446.9% | +148.9% | +298.0% | +232.1% |
| 5Y | +447.1% | +164.4% | +282.7% | +216.6% |
| All | +963.7% | +509.0% | +454.7% | +310.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CMI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling