+953.3%
ASX vs CRH
+253.3%
+700.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.5% |
| 7D | +5.2% | -6.1% | +11.3% | +8.5% |
| 30D | +0.5% | -9.3% | +9.8% | +5.4% |
| 3M | +8.3% | -15.2% | +23.5% | +17.0% |
| 6M | +82.0% | -14.2% | +96.2% | +94.9% |
| YTD | +147.6% | -28.3% | +175.9% | +189.7% |
| 1Y | +258.8% | -21.8% | +280.6% | +298.7% |
| 3Y | +452.1% | +71.6% | +380.4% | +297.1% |
| 5Y | +441.7% | +96.6% | +345.1% | +255.3% |
| All | +953.3% | +253.3% | +700.0% | +403.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRH.
Daily Out/Under-Performance
Portfolio return minus CRH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRH 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 CRH 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