+3,552.3%
ASX vs CPB
+81.8%
+3,470.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.8% |
| 7D | -0.7% | -8.6% | +7.9% | +0.7% |
| 30D | +2.0% | -7.2% | +9.2% | +3.1% |
| 3M | -1.3% | +0.9% | -2.2% | -2.4% |
| 6M | +71.4% | -11.8% | +83.2% | +73.5% |
| YTD | +135.3% | -19.4% | +154.7% | +142.0% |
| 1Y | +267.5% | -30.4% | +297.9% | +288.1% |
| 3Y | +388.5% | -40.2% | +428.6% | +419.5% |
| 5Y | +417.1% | -39.5% | +456.6% | +435.7% |
| 10Y | +872.7% | -47.4% | +920.1% | +906.3% |
| All | +3,552.3% | +81.8% | +3,470.5% | +2,122.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling