+2,793.8%
ASX vs CSGP
+773.6%
+2,020.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.6% | -19.1% | -20.4% |
| 7D | -33.3% | +13.9% | -47.2% | -35.6% |
| 30D | -36.5% | +16.0% | -52.5% | -39.8% |
| 3M | -19.2% | +6.1% | -25.3% | -22.4% |
| 6M | -10.2% | -8.2% | -2.1% | -12.2% |
| YTD | +86.5% | -52.3% | +138.8% | +115.7% |
| 1Y | +89.6% | -54.5% | +144.1% | +122.0% |
| 3Y | +298.6% | -58.6% | +357.2% | +369.3% |
| 5Y | +414.3% | -61.5% | +475.8% | +507.6% |
| 10Y | +711.1% | +74.7% | +636.4% | +527.6% |
| All | +2,793.8% | +773.6% | +2,020.2% | +1,199.2% |
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