+325.1%
COP vs ASX
+918.4%
-593.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | -0.8% |
| 7D | -0.8% | +6.3% | -7.1% | -2.2% |
| 30D | +15.6% | +6.4% | +9.2% | +13.7% |
| 3M | +14.3% | +13.1% | +1.2% | +8.4% |
| 6M | +17.0% | +90.3% | -73.3% | -5.5% |
| YTD | +47.4% | +149.6% | -102.2% | +9.2% |
| 1Y | +52.4% | +249.2% | -196.8% | +1.4% |
| 3Y | +20.8% | +445.9% | -425.1% | -33.6% |
| 5Y | +191.7% | +477.7% | -286.1% | +50.2% |
| 10Y | +325.1% | +913.4% | -588.3% | +53.9% |
| All | +325.1% | +918.4% | -593.3% | +53.9% |
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 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