+43.0%
CVS vs ASX
+366.1%
-323.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.6% | -7.0% | +2.0% |
| 7D | -3.7% | -12.3% | +8.6% | -4.1% |
| 30D | -0.3% | -26.0% | +25.6% | -1.4% |
| 3M | -10.3% | -8.1% | -2.2% | -10.4% |
| 6M | -4.6% | +1.4% | -6.0% | -4.2% |
| YTD | +10.7% | +115.6% | -104.8% | +14.5% |
| 1Y | +11.2% | +128.0% | -116.8% | +15.3% |
| 3Y | +43.0% | +371.4% | -328.4% | +53.4% |
| All | +43.0% | +366.1% | -323.0% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling