+256.3%
ASX vs CMI
+40.9%
+215.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.6% |
| 7D | +6.5% | +0.8% | +5.7% | +5.8% |
| 30D | +3.1% | -12.8% | +15.9% | +14.2% |
| 3M | +17.4% | -12.4% | +29.8% | +31.5% |
| 6M | +85.4% | -0.9% | +86.3% | +97.3% |
| YTD | +150.1% | +8.9% | +141.2% | +146.9% |
| 1Y | +256.3% | +37.7% | +218.6% | +214.2% |
| All | +256.3% | +40.9% | +215.4% | +214.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling