+3,552.3%
ASX vs CSGP
+788.0%
+2,764.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.0% | -8.0% | -4.9% |
| 7D | -14.6% | +18.3% | -32.9% | -18.4% |
| 30D | -21.1% | +17.8% | -38.9% | -25.6% |
| 3M | -3.1% | +9.3% | -12.3% | -7.7% |
| 6M | +17.4% | -7.9% | +25.3% | +14.7% |
| YTD | +135.3% | -51.5% | +186.9% | +170.9% |
| 1Y | +146.5% | -53.3% | +199.8% | +186.4% |
| 3Y | +403.1% | -57.9% | +461.0% | +489.4% |
| 5Y | +551.7% | -61.3% | +613.1% | +668.6% |
| 10Y | +923.7% | +77.5% | +846.1% | +688.2% |
| All | +3,552.3% | +788.0% | +2,764.3% | +1,531.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling