+74.9%
CB vs ASX
+298.6%
-223.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -20.8% | +20.1% | -2.4% |
| 7D | +2.6% | -33.3% | +35.9% | -0.6% |
| 30D | +11.2% | -36.5% | +47.7% | +7.6% |
| 3M | +5.7% | -19.2% | +24.9% | +4.5% |
| 6M | +15.9% | -10.2% | +26.1% | +15.8% |
| YTD | +20.2% | +86.5% | -66.3% | +24.0% |
| 1Y | +32.4% | +89.6% | -57.2% | +36.8% |
| All | +74.9% | +298.6% | -223.7% | +78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling