+3,909.1%
CMG vs ASX
+3,065.5%
+843.6%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.4% | +0.7% |
| 7D | +2.5% | +12.4% | -9.9% | -0.1% |
| 30D | +15.6% | -19.8% | +35.4% | +19.5% |
| 3M | +8.2% | -10.3% | +18.5% | +8.2% |
| 6M | +9.9% | +1.2% | +8.6% | +4.2% |
| YTD | -4.6% | +123.0% | -127.7% | -25.9% |
| 1Y | +12.4% | +145.4% | -133.0% | -14.8% |
| 3Y | -18.0% | +368.6% | -386.6% | -49.1% |
| 5Y | -5.3% | +486.0% | -491.3% | -45.5% |
| 10Y | +344.2% | +941.0% | -596.8% | +108.9% |
| All | +3,909.1% | +3,065.5% | +843.6% | +1,081.9% |
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 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