+324.2%
CSCO vs ASX
+878.5%
-554.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.8% | -1.3% |
| 7D | -4.7% | -9.1% | +4.5% | -2.9% |
| 30D | -17.1% | -23.6% | +6.5% | -12.3% |
| 3M | -19.6% | -5.6% | -14.0% | -19.6% |
| 6M | +2.4% | +4.7% | -2.3% | -2.0% |
| YTD | +29.8% | +122.6% | -92.8% | +2.1% |
| 1Y | +38.7% | +133.0% | -94.3% | +7.7% |
| 3Y | +101.3% | +367.1% | -265.8% | +26.1% |
| 5Y | +94.8% | +504.7% | -409.9% | +10.4% |
| 10Y | +324.2% | +887.2% | -563.0% | +91.1% |
| All | +324.2% | +878.5% | -554.3% | +91.1% |
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