+18.3%
CVS vs ASX
+133.5%
-115.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.3% | +1.2% | +4.5% |
| 7D | -2.6% | -9.1% | +6.5% | -3.0% |
| 30D | +4.0% | -23.6% | +27.6% | +3.1% |
| 3M | -6.3% | -5.6% | -0.7% | -6.5% |
| 6M | -0.4% | +4.7% | -5.1% | -0.5% |
| YTD | +15.6% | +122.6% | -107.0% | +12.2% |
| 1Y | +18.3% | +133.0% | -114.7% | +14.9% |
| All | +18.3% | +133.5% | -115.1% | +14.9% |
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