+27.8%
CB vs ASX
+154.3%
-126.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.6% | -6.3% | +1.1% |
| 7D | -1.0% | +0.8% | -1.9% | -0.6% |
| 30D | +7.3% | -20.4% | +27.8% | +4.8% |
| 3M | +7.0% | -2.1% | +9.2% | +7.9% |
| 6M | +16.3% | +8.2% | +8.1% | +19.7% |
| YTD | +19.7% | +137.3% | -117.5% | +35.1% |
| 1Y | +27.8% | +155.0% | -127.2% | +45.0% |
| All | +27.8% | +154.3% | -126.5% | +45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling