+518.2%
CEG vs ASX
+413.3%
+104.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.4% | -2.1% | +1.9% |
| 7D | -4.7% | -19.9% | +15.2% | +2.5% |
| 30D | -16.6% | -30.9% | +14.3% | -5.7% |
| 3M | -4.1% | -15.1% | +11.0% | -0.5% |
| 6M | -22.3% | -6.5% | -15.8% | -25.3% |
| YTD | -28.9% | +98.4% | -127.4% | -51.1% |
| 1Y | -28.5% | +107.9% | -136.3% | -51.7% |
| 3Y | +104.3% | +325.3% | -221.0% | +2.9% |
| All | +518.2% | +413.3% | +104.9% | +175.6% |
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 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