+1,363.6%
CB vs ASX
+3,515.0%
-2,151.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | -3.1% | +2.0% | -5.1% | -3.5% |
| 3M | +9.0% | -1.3% | +10.3% | +7.4% |
| 6M | +2.9% | +71.4% | -68.6% | -7.7% |
| YTD | +10.1% | +135.3% | -125.2% | -6.4% |
| 1Y | +22.8% | +267.5% | -244.7% | -3.5% |
| 3Y | +73.8% | +388.5% | -314.7% | +26.5% |
| 5Y | +99.2% | +417.1% | -317.9% | +39.9% |
| 10Y | +218.2% | +872.7% | -654.5% | +91.0% |
| All | +1,363.6% | +3,515.0% | -2,151.4% | +443.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling