+44.6%
COP vs ASX
+272.9%
-228.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +3.0% | -0.7% | +3.7% | +2.9% |
| 30D | +17.5% | +2.0% | +15.5% | +17.8% |
| 3M | +13.4% | -1.3% | +14.7% | +13.8% |
| 6M | +17.7% | +71.4% | -53.7% | +23.2% |
| YTD | +46.6% | +135.3% | -88.7% | +51.1% |
| 1Y | +44.6% | +267.5% | -222.9% | +49.6% |
| All | +44.6% | +272.9% | -228.3% | +49.6% |
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 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