+107.9%
ASX vs CP
+32.2%
+75.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +6.5% |
| 7D | -19.9% | +2.8% | -22.7% | -20.0% |
| 30D | -30.9% | +10.2% | -41.1% | -31.9% |
| 3M | -15.1% | +2.4% | -17.4% | -15.3% |
| 6M | -6.5% | +7.7% | -14.1% | -8.7% |
| YTD | +98.4% | +26.0% | +72.4% | +91.2% |
| 1Y | +107.9% | +34.6% | +73.2% | +96.0% |
| All | +107.9% | +32.2% | +75.7% | +96.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling