+367.1%
ASX vs CPB
-36.1%
+403.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.4% | +2.9% |
| 7D | -9.1% | +2.9% | -12.0% | -8.1% |
| 30D | -23.6% | +17.6% | -41.2% | -18.8% |
| 3M | -5.6% | +2.0% | -7.7% | -3.2% |
| 6M | +4.7% | +11.6% | -6.9% | +10.3% |
| YTD | +122.6% | -13.8% | +136.4% | +124.8% |
| 1Y | +133.0% | -21.6% | +154.6% | +131.4% |
| 3Y | +367.1% | -35.8% | +402.9% | +335.3% |
| All | +367.1% | -36.1% | +403.2% | +335.3% |
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