+432.3%
ASX vs CPB
-39.5%
+471.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | -0.5% |
| 7D | -0.7% | -8.6% | +7.9% | -2.6% |
| 30D | +2.0% | -7.2% | +9.2% | +0.5% |
| 3M | -1.3% | +0.9% | -2.2% | -0.6% |
| 6M | +71.4% | -11.8% | +83.2% | +69.7% |
| YTD | +135.3% | -19.4% | +154.7% | +130.2% |
| 1Y | +267.5% | -30.4% | +297.9% | +252.8% |
| 3Y | +388.5% | -40.2% | +428.6% | +355.8% |
| All | +432.3% | -39.5% | +471.8% | +408.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling