+963.7%
ASX vs CNC
+96.8%
+866.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.3% | -3.5% |
| 7D | +6.5% | -3.9% | +10.3% | +6.9% |
| 30D | +3.1% | +0.8% | +2.3% | +2.9% |
| 3M | +17.4% | +0.1% | +17.3% | +17.0% |
| 6M | +85.4% | +79.7% | +5.8% | +70.9% |
| YTD | +150.1% | +58.9% | +91.1% | +132.7% |
| 1Y | +256.3% | +109.1% | +147.1% | +217.4% |
| 3Y | +446.9% | 0.0% | +446.9% | +422.3% |
| 5Y | +447.1% | +9.5% | +437.6% | +401.6% |
| All | +963.7% | +96.8% | +866.8% | +761.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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