-5.1%
COF vs ASX
+144.4%
-149.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.8% |
| 7D | +0.7% | -14.6% | +15.3% | +1.9% |
| 30D | +5.7% | -21.1% | +26.8% | +7.6% |
| 3M | -6.7% | -3.1% | -3.6% | -6.7% |
| 6M | +9.5% | +17.4% | -7.9% | +4.6% |
| YTD | -13.9% | +135.3% | -149.2% | -29.0% |
| 1Y | -5.1% | +146.5% | -151.6% | -23.2% |
| All | -5.1% | +144.4% | -149.5% | -23.2% |
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 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