+577.2%
ASX vs CPNG
-76.7%
+653.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.1% | +9.2% | +6.8% |
| 7D | +6.3% | -6.3% | +12.6% | +7.8% |
| 30D | +6.4% | -8.7% | +15.2% | +8.4% |
| 3M | +13.1% | -2.4% | +15.6% | +13.0% |
| 6M | +90.3% | -22.3% | +112.6% | +98.9% |
| YTD | +149.6% | -37.2% | +186.8% | +172.8% |
| 1Y | +249.2% | -53.0% | +302.2% | +308.3% |
| 3Y | +445.9% | -20.0% | +465.9% | +454.6% |
| 5Y | +477.7% | -52.8% | +530.5% | +478.3% |
| All | +577.2% | -76.7% | +653.9% | +594.7% |
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