+639.5%
CEG vs ASX
+508.7%
+130.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +8.0% | -0.7% | +8.7% | +8.3% |
| 30D | +12.9% | +2.0% | +11.0% | +11.9% |
| 3M | +13.2% | -1.3% | +14.5% | +10.6% |
| 6M | -7.0% | +71.4% | -78.4% | -29.2% |
| YTD | -15.0% | +135.3% | -150.3% | -43.9% |
| 1Y | -2.7% | +267.5% | -270.2% | -47.7% |
| 3Y | +184.1% | +388.5% | -204.4% | +38.4% |
| All | +639.5% | +508.7% | +130.7% | +216.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling