+963.7%
ASX vs CNI
+136.1%
+827.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.9% |
| 7D | +6.5% | -1.1% | +7.6% | +7.2% |
| 30D | +3.1% | -3.5% | +6.7% | +5.2% |
| 3M | +17.4% | +2.2% | +15.2% | +15.0% |
| 6M | +85.4% | +15.1% | +70.4% | +68.4% |
| YTD | +150.1% | +24.7% | +125.4% | +116.0% |
| 1Y | +256.3% | +33.4% | +222.9% | +194.4% |
| 3Y | +446.9% | +19.5% | +427.4% | +377.1% |
| 5Y | +447.1% | +12.6% | +434.5% | +391.2% |
| All | +963.7% | +136.1% | +827.6% | +504.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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