+248.2%
CB vs ASX
+754.3%
-506.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | -2.3% |
| 7D | +0.2% | -19.9% | +20.2% | +1.9% |
| 30D | +9.1% | -30.9% | +39.9% | +12.0% |
| 3M | +3.4% | -15.1% | +18.5% | +3.9% |
| 6M | +14.1% | -6.5% | +20.6% | +11.7% |
| YTD | +18.0% | +98.4% | -80.4% | +3.7% |
| 1Y | +30.1% | +107.9% | -77.7% | +13.5% |
| 3Y | +71.8% | +325.3% | -253.5% | +28.6% |
| 5Y | +101.8% | +447.3% | -345.5% | +39.0% |
| All | +248.2% | +754.3% | -506.1% | +97.6% |
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