+41.5%
CSX vs ASX
+105.3%
-63.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.4% | -9.8% | -3.5% |
| 7D | -5.5% | -19.9% | +14.4% | -5.0% |
| 30D | +4.9% | -30.9% | +35.8% | +5.9% |
| 3M | -2.9% | -15.1% | +12.2% | -3.0% |
| 6M | +8.3% | -6.5% | +14.8% | +5.5% |
| YTD | +36.7% | +98.4% | -61.7% | +15.7% |
| 1Y | +41.5% | +107.9% | -66.4% | +18.1% |
| All | +41.5% | +105.3% | -63.8% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling