+3,959.8%
ASX vs CNC
+5,826.8%
-1,867.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +6.5% |
| 7D | +0.8% | -7.3% | +8.1% | +2.0% |
| 30D | -20.4% | +5.2% | -25.6% | -21.3% |
| 3M | -2.1% | +8.6% | -10.8% | -4.0% |
| 6M | +8.2% | +25.1% | -16.8% | +3.3% |
| YTD | +137.3% | +71.3% | +66.0% | +112.7% |
| 1Y | +155.0% | +99.3% | +55.7% | +122.7% |
| 3Y | +397.9% | -1.9% | +399.9% | +367.8% |
| 5Y | +529.2% | -6.4% | +535.6% | +488.4% |
| 10Y | +1,007.5% | +178.1% | +829.4% | +713.6% |
| All | +3,959.8% | +5,826.8% | -1,867.0% | +1,622.7% |
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 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