+477.7%
ASX vs CNC
+1.4%
+476.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.7% | +9.7% | +6.1% |
| 7D | +6.3% | -1.0% | +7.3% | +6.3% |
| 30D | +6.4% | -1.8% | +8.2% | +6.4% |
| 3M | +13.1% | -0.7% | +13.8% | +13.1% |
| 6M | +90.3% | +47.9% | +42.3% | +88.7% |
| YTD | +149.6% | +56.9% | +92.7% | +147.1% |
| 1Y | +249.2% | +123.9% | +125.3% | +242.8% |
| 3Y | +445.9% | -1.3% | +447.2% | +440.6% |
| 5Y | +477.7% | +2.8% | +475.0% | +501.4% |
| All | +477.7% | +1.4% | +476.3% | +501.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling