-31.9%
CEG vs ASX
+144.4%
-176.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.9% | -2.8% | -5.5% |
| 7D | -4.8% | -14.6% | +9.8% | -0.3% |
| 30D | -8.2% | -21.1% | +12.9% | -1.8% |
| 3M | -7.9% | -3.1% | -4.8% | -7.9% |
| 6M | -23.2% | +17.4% | -40.6% | -31.9% |
| YTD | -30.1% | +135.3% | -165.5% | -58.0% |
| 1Y | -31.9% | +146.5% | -178.4% | -60.1% |
| All | -31.9% | +144.4% | -176.3% | -60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling