+999.4%
ASX vs CNC
+92.8%
+906.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.6% |
| 7D | +11.1% | -4.9% | +16.0% | +11.7% |
| 30D | +9.6% | -3.8% | +13.4% | +10.0% |
| 3M | +18.6% | -3.2% | +21.9% | +18.8% |
| 6M | +92.1% | +47.9% | +44.2% | +81.1% |
| YTD | +158.5% | +55.7% | +102.8% | +141.2% |
| 1Y | +271.9% | +106.2% | +165.6% | +231.8% |
| 3Y | +465.2% | -2.1% | +467.3% | +441.2% |
| 5Y | +479.4% | +3.4% | +476.0% | +437.1% |
| All | +999.4% | +92.8% | +906.6% | +792.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling