+887.2%
ASX vs CSGP
+61.5%
+825.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.9% | +6.2% | +3.9% |
| 7D | -9.1% | -3.2% | -6.0% | -8.6% |
| 30D | -23.6% | +2.2% | -25.8% | -25.2% |
| 3M | -5.6% | -3.7% | -2.0% | -7.1% |
| 6M | +4.7% | -7.4% | +12.1% | +2.3% |
| YTD | +122.6% | -54.9% | +177.5% | +172.4% |
| 1Y | +133.0% | -54.9% | +187.9% | +184.5% |
| 3Y | +367.1% | -61.9% | +429.0% | +487.3% |
| 5Y | +504.7% | -63.1% | +567.9% | +646.9% |
| 10Y | +887.2% | +65.1% | +822.1% | +814.8% |
| All | +887.2% | +61.5% | +825.8% | +814.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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