+271.9%
ASX vs CTVA
+17.0%
+254.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.9% | +3.4% |
| 7D | +11.1% | -5.8% | +16.9% | +10.6% |
| 30D | +9.6% | +11.1% | -1.5% | +10.2% |
| 3M | +18.6% | +13.2% | +5.4% | +16.8% |
| 6M | +92.1% | +8.7% | +83.4% | +90.1% |
| YTD | +158.5% | +27.3% | +131.2% | +159.9% |
| 1Y | +271.9% | +18.0% | +253.9% | +272.1% |
| All | +271.9% | +17.0% | +254.9% | +272.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 1y: compounded portfolio wealth divided by compounded CTVA 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…
1y analysis · Full analysis span regression · 6 months rolling