+60.7%
COP vs ASX
+144.4%
-83.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.9% | -1.2% | -5.6% |
| 7D | -8.1% | -14.6% | +6.5% | -9.8% |
| 30D | +6.7% | -21.1% | +27.7% | +3.9% |
| 3M | +16.9% | -3.1% | +20.0% | +17.1% |
| 6M | +11.2% | +17.4% | -6.2% | +16.2% |
| YTD | +49.5% | +135.3% | -85.8% | +64.2% |
| 1Y | +60.7% | +146.5% | -85.8% | +77.4% |
| All | +60.7% | +144.4% | -83.8% | +77.4% |
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