+985.8%
ASX vs CPB
-38.9%
+1,024.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.2% | -5.2% | -1.8% |
| 7D | +12.4% | -1.6% | +13.9% | +12.3% |
| 30D | -19.8% | +19.2% | -39.0% | -18.7% |
| 3M | -10.3% | -0.9% | -9.4% | -9.8% |
| 6M | +1.2% | +15.2% | -14.0% | +2.3% |
| YTD | +123.0% | -13.1% | +136.1% | +125.2% |
| 1Y | +145.4% | -22.4% | +167.9% | +147.9% |
| 3Y | +368.6% | -35.3% | +403.9% | +370.2% |
| 5Y | +486.0% | -33.0% | +519.0% | +481.0% |
| All | +985.8% | -38.9% | +1,024.7% | +972.4% |
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