+2,979.8%
ASX vs CPB
+96.7%
+2,883.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.3% | +7.7% | +6.6% |
| 7D | -19.9% | +8.0% | -27.9% | -21.0% |
| 30D | -30.9% | +22.4% | -53.3% | -33.4% |
| 3M | -15.1% | +2.5% | -17.6% | -15.9% |
| 6M | -6.5% | +12.2% | -18.7% | -9.7% |
| YTD | +98.4% | -12.8% | +111.2% | +100.6% |
| 1Y | +107.9% | -19.2% | +127.0% | +113.0% |
| 3Y | +325.3% | -35.6% | +360.8% | +346.0% |
| 5Y | +447.3% | -31.4% | +478.7% | +450.3% |
| 10Y | +763.2% | -37.9% | +801.1% | +748.3% |
| All | +2,979.8% | +96.7% | +2,883.1% | +1,741.8% |
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