+125.7%
ASX vs CPB
-20.9%
+146.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.2% | +9.8% | +8.0% |
| 7D | -12.3% | +3.3% | -15.5% | -10.7% |
| 30D | -26.0% | +19.0% | -45.0% | -18.9% |
| 3M | -8.1% | +0.4% | -8.5% | -5.0% |
| 6M | +1.4% | +13.0% | -11.6% | +9.4% |
| YTD | +115.6% | -12.7% | +128.3% | +126.2% |
| All | +125.7% | -20.9% | +146.5% | +132.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling