+985.8%
ASX vs CNC
+177.3%
+808.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.2% |
| 7D | +12.4% | +2.2% | +10.2% | +12.1% |
| 30D | -19.8% | +1.6% | -21.4% | -20.1% |
| 3M | -10.3% | +7.9% | -18.2% | -11.4% |
| 6M | +1.2% | +21.2% | -20.0% | -1.6% |
| YTD | +123.0% | +73.2% | +49.8% | +105.3% |
| 1Y | +145.4% | +97.5% | +48.0% | +121.8% |
| 3Y | +368.6% | -1.2% | +369.8% | +353.0% |
| 5Y | +486.0% | -6.1% | +492.1% | +464.3% |
| All | +985.8% | +177.3% | +808.5% | +756.7% |
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