+498.2%
ASX vs CNP
+73.9%
+424.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +22.1% | +2.5% | +19.7% | +21.7% |
| 30D | -23.8% | +4.0% | -27.8% | -24.0% |
| 3M | -7.6% | +1.6% | -9.3% | -7.8% |
| 6M | +6.9% | -1.7% | +8.6% | +6.7% |
| YTD | +127.7% | +8.6% | +119.0% | +122.4% |
| 1Y | +144.5% | +5.8% | +138.7% | +140.0% |
| 3Y | +377.8% | +63.0% | +314.8% | +307.3% |
| 5Y | +498.2% | +74.7% | +423.6% | +391.4% |
| All | +498.2% | +73.9% | +424.3% | +391.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling