+1,185.2%
COP vs ASX
+2,948.3%
-1,763.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | -0.6% |
| 7D | -11.5% | -19.9% | +8.4% | -8.2% |
| 30D | +5.0% | -30.9% | +35.8% | +11.2% |
| 3M | +17.5% | -15.1% | +32.6% | +19.0% |
| 6M | +16.2% | -6.5% | +22.7% | +12.8% |
| YTD | +48.8% | +98.4% | -49.7% | +22.2% |
| 1Y | +64.1% | +107.9% | -43.8% | +33.2% |
| 3Y | +25.7% | +325.3% | -299.6% | -14.9% |
| 5Y | +114.4% | +447.3% | -332.9% | +34.2% |
| 10Y | +331.7% | +763.2% | -431.5% | +136.4% |
| All | +1,185.2% | +2,948.3% | -1,763.2% | +383.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling