+810.1%
CDE vs ASX
+471.1%
+339.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | -0.1% |
| 7D | -2.0% | +11.1% | -13.1% | -7.3% |
| 30D | +15.7% | +9.6% | +6.1% | +9.9% |
| 3M | +30.5% | +18.6% | +11.9% | +15.6% |
| 6M | -7.4% | +92.1% | -99.5% | -38.5% |
| YTD | +17.9% | +158.5% | -140.6% | -34.1% |
| 1Y | +46.7% | +271.9% | -225.2% | -34.4% |
| All | +810.1% | +471.1% | +339.1% | +191.9% |
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