+529.2%
ASX vs CNI
+8.0%
+521.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.6% | +6.0% | +6.2% |
| 7D | +0.8% | -1.1% | +1.9% | +1.8% |
| 30D | -20.4% | +7.6% | -28.1% | -23.9% |
| 3M | -2.1% | +1.6% | -3.7% | -3.2% |
| 6M | +8.2% | +16.6% | -8.4% | -2.7% |
| YTD | +137.3% | +31.3% | +106.0% | +95.9% |
| 1Y | +155.0% | +35.2% | +119.8% | +106.2% |
| 3Y | +397.9% | +21.5% | +376.5% | +322.5% |
| 5Y | +529.2% | +8.5% | +520.8% | +470.3% |
| All | +529.2% | +8.0% | +521.3% | +470.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling