+697.2%
ASX vs CSGP
+71.3%
+625.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.6% | -19.1% | -20.4% |
| 7D | -33.3% | +13.9% | -47.2% | -35.3% |
| 30D | -36.5% | +16.0% | -52.5% | -39.7% |
| 3M | -19.2% | +6.1% | -25.3% | -22.2% |
| 6M | -10.2% | -8.2% | -2.1% | -11.6% |
| YTD | +86.5% | -52.3% | +138.8% | +125.7% |
| 1Y | +89.6% | -54.5% | +144.1% | +133.0% |
| 3Y | +298.6% | -58.6% | +357.2% | +389.9% |
| 5Y | +414.3% | -61.5% | +475.8% | +531.3% |
| All | +697.2% | +71.3% | +625.8% | +631.0% |
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