+194.3%
CDE vs ASX
+440.6%
-246.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.1% | -1.6% |
| 7D | -6.1% | +6.5% | -12.5% | -9.0% |
| 30D | +9.5% | +3.1% | +6.3% | +7.4% |
| 3M | +32.0% | +17.4% | +14.6% | +18.9% |
| 6M | -12.8% | +85.4% | -98.2% | -38.2% |
| YTD | +14.2% | +150.1% | -135.9% | -30.2% |
| 1Y | +36.3% | +256.3% | -220.0% | -30.6% |
| 3Y | +821.4% | +446.9% | +374.5% | +274.9% |
| 5Y | +194.3% | +447.1% | -252.8% | +12.9% |
| All | +194.3% | +440.6% | -246.3% | +12.9% |
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 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