+105.6%
CB vs ASX
+494.3%
-388.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +0.3% |
| 7D | 0.0% | +22.1% | -22.1% | +0.5% |
| 30D | +7.4% | -23.8% | +31.2% | +7.0% |
| 3M | +8.6% | -7.6% | +16.2% | +8.6% |
| 6M | +16.1% | +6.9% | +9.2% | +15.8% |
| YTD | +20.2% | +127.7% | -107.5% | +16.8% |
| 1Y | +27.2% | +144.5% | -117.3% | +23.2% |
| 3Y | +72.7% | +377.8% | -305.1% | +56.1% |
| All | +105.6% | +494.3% | -388.7% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling