+887.2%
ASX vs CP
+255.2%
+632.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.5% | +3.4% |
| 7D | -9.1% | +2.8% | -11.9% | -10.5% |
| 30D | -23.6% | +11.0% | -34.6% | -28.1% |
| 3M | -5.6% | +3.8% | -9.5% | -8.1% |
| 6M | +4.7% | +9.5% | -4.8% | -1.6% |
| YTD | +122.6% | +28.2% | +94.4% | +90.9% |
| 1Y | +133.0% | +33.0% | +100.1% | +95.7% |
| 3Y | +367.1% | +35.5% | +331.6% | +283.6% |
| 5Y | +504.7% | +25.8% | +479.0% | +409.2% |
| 10Y | +887.2% | +250.7% | +636.5% | +377.4% |
| All | +887.2% | +255.2% | +632.0% | +377.4% |
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