+985.8%
ASX vs CP
+257.3%
+728.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.8% |
| 7D | +12.4% | +2.1% | +10.2% | +11.2% |
| 30D | -19.8% | +9.3% | -29.1% | -23.9% |
| 3M | -10.3% | +0.5% | -10.8% | -11.1% |
| 6M | +1.2% | +10.4% | -9.2% | -5.2% |
| YTD | +123.0% | +28.7% | +94.3% | +90.9% |
| 1Y | +145.4% | +33.2% | +112.3% | +106.1% |
| 3Y | +368.6% | +38.4% | +330.2% | +280.6% |
| 5Y | +486.0% | +26.2% | +459.8% | +393.0% |
| All | +985.8% | +257.3% | +728.4% | +441.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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