+107.8%
CB vs ASX
+482.2%
-374.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +1.0% |
| 7D | +2.9% | +12.4% | -9.5% | +3.2% |
| 30D | +7.3% | -19.8% | +27.1% | +7.0% |
| 3M | +9.4% | -10.3% | +19.7% | +9.3% |
| 6M | +19.6% | +1.2% | +18.4% | +19.3% |
| YTD | +21.5% | +123.0% | -101.5% | +18.0% |
| 1Y | +28.0% | +145.4% | -117.4% | +23.8% |
| 3Y | +74.9% | +368.6% | -293.8% | +58.0% |
| All | +107.8% | +482.2% | -374.4% | +78.0% |
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 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