+57.2%
CVS vs ASX
+878.5%
-821.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.3% | +1.2% | +4.1% |
| 7D | -2.6% | -9.1% | +6.5% | -2.1% |
| 30D | +4.0% | -23.6% | +27.6% | +5.9% |
| 3M | -6.3% | -5.6% | -0.7% | -6.7% |
| 6M | -0.4% | +4.7% | -5.1% | -2.8% |
| YTD | +15.6% | +122.6% | -107.0% | +3.2% |
| 1Y | +18.3% | +133.0% | -114.7% | +5.0% |
| 3Y | +47.3% | +367.1% | -319.9% | +15.7% |
| 5Y | +13.2% | +504.7% | -491.6% | -17.0% |
| 10Y | +57.2% | +887.2% | -830.1% | -2.5% |
| All | +57.2% | +878.5% | -821.3% | -2.5% |
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 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