+432.3%
ASX vs CSGP
-64.7%
+497.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.7% |
| 7D | -0.7% | -4.1% | +3.4% | 0.0% |
| 30D | +2.0% | +2.3% | -0.3% | +1.2% |
| 3M | -1.3% | -8.2% | +6.8% | -0.5% |
| 6M | +71.4% | -35.1% | +106.5% | +90.1% |
| YTD | +135.3% | -54.0% | +189.4% | +188.4% |
| 1Y | +267.5% | -65.3% | +332.8% | +395.7% |
| 3Y | +388.5% | -62.6% | +451.0% | +520.2% |
| All | +432.3% | -64.7% | +497.0% | +493.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling