+113.0%
COP vs ASX
+431.2%
-318.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | +0.1% |
| 7D | -11.5% | -19.9% | +8.4% | -10.0% |
| 30D | +5.0% | -30.9% | +35.8% | +7.8% |
| 3M | +17.5% | -15.1% | +32.6% | +17.9% |
| 6M | +16.2% | -6.5% | +22.7% | +13.4% |
| YTD | +48.8% | +98.4% | -49.7% | +26.1% |
| 1Y | +64.1% | +107.9% | -43.8% | +37.6% |
| 3Y | +25.7% | +325.3% | -299.6% | -12.9% |
| All | +113.0% | +431.2% | -318.2% | +33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling