+593.1%
CEG vs ASX
+476.9%
+116.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.3% | 0.0% |
| 7D | +12.1% | +12.4% | -0.3% | +7.2% |
| 30D | +0.2% | -19.8% | +20.0% | +7.0% |
| 3M | +0.7% | -10.3% | +11.0% | +2.4% |
| 6M | +2.2% | +1.2% | +1.0% | -4.2% |
| YTD | -20.3% | +123.0% | -143.4% | -47.6% |
| 1Y | -16.1% | +145.4% | -161.5% | -47.0% |
| 3Y | +134.7% | +368.6% | -233.9% | +13.7% |
| All | +593.1% | +476.9% | +116.1% | +195.5% |
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