+325.3%
ASX vs CNP
+60.3%
+265.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +6.6% |
| 7D | -19.9% | -4.2% | -15.7% | -20.5% |
| 30D | -30.9% | +5.5% | -36.4% | -30.3% |
| 3M | -15.1% | +0.6% | -15.7% | -15.1% |
| 6M | -6.5% | -2.8% | -3.6% | -7.1% |
| YTD | +98.4% | +7.9% | +90.6% | +98.0% |
| 1Y | +107.9% | +6.7% | +101.2% | +107.4% |
| 3Y | +325.3% | +61.1% | +264.1% | +298.3% |
| All | +325.3% | +60.3% | +265.0% | +298.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 3y: compounded portfolio wealth divided by compounded CNP 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…
3y analysis · Full analysis span regression · 6 months rolling