+271.9%
ASX vs CNC
+119.8%
+152.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | +11.1% | -4.9% | +16.0% | +10.9% |
| 30D | +9.6% | -3.8% | +13.4% | +9.5% |
| 3M | +18.6% | -3.2% | +21.9% | +18.4% |
| 6M | +92.1% | +47.9% | +44.2% | +92.2% |
| YTD | +158.5% | +55.7% | +102.8% | +158.0% |
| 1Y | +271.9% | +106.2% | +165.6% | +277.9% |
| All | +271.9% | +119.8% | +152.1% | +277.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling