+325.3%
ASX vs CPB
-36.0%
+361.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.3% | +7.7% | +6.0% |
| 7D | -19.9% | +8.0% | -27.9% | -17.7% |
| 30D | -30.9% | +22.4% | -53.3% | -25.7% |
| 3M | -15.1% | +2.5% | -17.6% | -12.7% |
| 6M | -6.5% | +12.2% | -18.7% | -1.1% |
| YTD | +98.4% | -12.8% | +111.2% | +101.3% |
| 1Y | +107.9% | -19.2% | +127.0% | +108.0% |
| 3Y | +325.3% | -35.6% | +360.8% | +299.0% |
| All | +325.3% | -36.0% | +361.3% | +299.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling