+247.9%
CB vs ASX
+985.1%
-737.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +0.7% |
| 7D | 0.0% | +22.1% | -22.1% | -1.7% |
| 30D | +7.4% | -23.8% | +31.2% | +9.4% |
| 3M | +8.6% | -7.6% | +16.2% | +8.4% |
| 6M | +16.1% | +6.9% | +9.2% | +12.4% |
| YTD | +20.2% | +127.7% | -107.5% | +4.3% |
| 1Y | +27.2% | +144.5% | -117.3% | +9.1% |
| 3Y | +72.7% | +377.8% | -305.1% | +28.1% |
| 5Y | +105.9% | +498.2% | -392.3% | +41.5% |
| All | +247.9% | +985.1% | -737.1% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling