+517.6%
ASX vs CPNG
-75.9%
+593.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.3% | -3.0% |
| 7D | +22.1% | -6.9% | +29.0% | +24.1% |
| 30D | -23.8% | +1.1% | -24.9% | -24.0% |
| 3M | -7.6% | -6.3% | -1.3% | -6.6% |
| 6M | +6.9% | -3.8% | +10.8% | +6.9% |
| YTD | +127.7% | -35.2% | +162.9% | +146.4% |
| 1Y | +144.5% | -47.0% | +191.5% | +177.5% |
| 3Y | +377.8% | -0.2% | +378.0% | +362.5% |
| 5Y | +498.2% | -42.5% | +540.7% | +485.8% |
| All | +517.6% | -75.9% | +593.6% | +527.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 10y: compounded portfolio wealth divided by compounded CPNG 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…
10y analysis · Full analysis span regression · 6 months rolling