+1,007.5%
ASX vs CPB
-40.1%
+1,047.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.2% | +7.8% | +6.5% |
| 7D | +0.8% | -4.1% | +4.9% | +0.5% |
| 30D | -20.4% | +16.9% | -37.4% | -19.4% |
| 3M | -2.1% | -0.6% | -1.6% | -1.6% |
| 6M | +8.2% | +11.4% | -3.2% | +9.2% |
| YTD | +137.3% | -14.8% | +152.1% | +139.2% |
| 1Y | +155.0% | -24.8% | +179.8% | +157.1% |
| 3Y | +397.9% | -36.6% | +434.5% | +398.6% |
| 5Y | +529.2% | -33.3% | +562.6% | +521.8% |
| 10Y | +1,007.5% | -40.4% | +1,047.9% | +1,011.4% |
| All | +1,007.5% | -40.1% | +1,047.7% | +1,011.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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