+298.3%
COP vs ASX
+849.3%
-551.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.6% | -10.0% | -3.1% |
| 7D | -8.4% | -12.3% | +3.9% | -6.5% |
| 30D | +0.3% | -26.0% | +26.3% | +5.4% |
| 3M | +15.1% | -8.1% | +23.2% | +14.5% |
| 6M | +19.8% | +1.4% | +18.4% | +12.7% |
| YTD | +46.8% | +115.6% | -68.7% | +9.9% |
| 1Y | +59.7% | +128.0% | -68.3% | +17.4% |
| 3Y | +28.7% | +371.4% | -342.7% | -28.4% |
| 5Y | +110.7% | +469.4% | -358.7% | +4.7% |
| 10Y | +298.3% | +842.6% | -544.3% | +43.0% |
| All | +298.3% | +849.3% | -551.0% | +43.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling