+414.3%
ASX vs CSGP
-62.1%
+476.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.6% | -19.1% | -20.6% |
| 7D | -33.3% | +13.9% | -47.2% | -34.3% |
| 30D | -36.5% | +16.0% | -52.5% | -38.4% |
| 3M | -19.2% | +6.1% | -25.3% | -20.9% |
| 6M | -10.2% | -8.2% | -2.1% | -10.2% |
| YTD | +86.5% | -52.3% | +138.8% | +125.5% |
| 1Y | +89.6% | -54.5% | +144.1% | +132.8% |
| 3Y | +298.6% | -58.6% | +357.2% | +386.1% |
| 5Y | +414.3% | -61.5% | +475.8% | +539.0% |
| All | +414.3% | -62.1% | +476.3% | +539.0% |
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 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