+104.2%
CB vs ASX
+497.4%
-393.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.7% | +1.6% |
| 7D | +0.7% | -9.1% | +9.8% | +0.6% |
| 30D | +8.2% | -23.6% | +31.8% | +7.8% |
| 3M | +6.3% | -5.6% | +11.9% | +6.3% |
| 6M | +16.2% | +4.7% | +11.5% | +15.7% |
| YTD | +19.3% | +122.6% | -103.3% | +15.9% |
| 1Y | +29.2% | +133.0% | -103.8% | +25.2% |
| 3Y | +71.4% | +367.1% | -295.7% | +55.0% |
| 5Y | +104.2% | +504.7% | -400.5% | +74.6% |
| All | +104.2% | +497.4% | -393.2% | +74.6% |
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 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