+3,708.6%
ASX vs CNC
+5,802.5%
-2,093.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.4% | +0.9% | +2.9% |
| 7D | -9.1% | +4.0% | -13.2% | -9.9% |
| 30D | -23.6% | +7.4% | -31.0% | -24.7% |
| 3M | -5.6% | +5.4% | -11.1% | -7.0% |
| 6M | +4.7% | +25.4% | -20.7% | -0.1% |
| YTD | +122.6% | +70.6% | +52.0% | +99.7% |
| 1Y | +133.0% | +104.9% | +28.1% | +102.4% |
| 3Y | +367.1% | -2.3% | +369.5% | +339.2% |
| 5Y | +504.7% | -6.5% | +511.2% | +465.5% |
| 10Y | +887.2% | +153.3% | +734.0% | +637.6% |
| All | +3,708.6% | +5,802.5% | -2,093.8% | +1,517.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling