+34.1%
COP vs ASX
+366.9%
-332.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.6% |
| 7D | +4.4% | +12.4% | -8.0% | +4.2% |
| 30D | 0.0% | -19.8% | +19.8% | +0.2% |
| 3M | +15.0% | -10.3% | +25.3% | +14.9% |
| 6M | +22.0% | +1.2% | +20.8% | +20.2% |
| YTD | +55.3% | +123.0% | -67.7% | +37.7% |
| 1Y | +64.1% | +145.4% | -81.3% | +43.2% |
| 3Y | +34.1% | +368.6% | -334.6% | +1.6% |
| All | +34.1% | +366.9% | -332.8% | +1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling