+3,552.3%
ASX vs CSGP
+742.5%
+2,809.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.8% |
| 7D | -0.7% | -4.1% | +3.4% | +0.4% |
| 30D | +2.0% | +2.3% | -0.3% | +0.9% |
| 3M | -1.3% | -8.2% | +6.8% | -1.1% |
| 6M | +71.4% | -35.1% | +106.5% | +87.6% |
| YTD | +135.3% | -54.0% | +189.4% | +180.3% |
| 1Y | +267.5% | -65.3% | +332.8% | +370.9% |
| 3Y | +388.5% | -62.6% | +451.0% | +503.0% |
| 5Y | +417.1% | -64.8% | +481.9% | +537.4% |
| 10Y | +872.7% | +45.1% | +827.7% | +704.7% |
| All | +3,552.3% | +742.5% | +2,809.8% | +1,588.1% |
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