+178.3%
CSCO vs ASX
+3,211.4%
-3,033.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.6% | -3.5% | +2.8% |
| 7D | -2.9% | -12.3% | +9.4% | 0.0% |
| 30D | -16.7% | -26.0% | +9.3% | -10.7% |
| 3M | -18.4% | -8.1% | -10.3% | -17.9% |
| 6M | +2.9% | +1.4% | +1.5% | -1.0% |
| YTD | +30.4% | +115.6% | -85.1% | +1.8% |
| 1Y | +41.4% | +128.0% | -86.7% | +8.6% |
| 3Y | +104.7% | +371.4% | -266.7% | +24.8% |
| 5Y | +96.9% | +469.4% | -372.5% | +10.7% |
| 10Y | +321.5% | +842.6% | -521.2% | +91.4% |
| All | +178.3% | +3,211.4% | -3,033.1% | -42.4% |
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