+31.5%
CVS vs ASX
+472.4%
-440.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.1% | -6.8% | -0.8% |
| 7D | -1.6% | +6.3% | -7.9% | -1.7% |
| 30D | +0.4% | +6.4% | -6.0% | +0.2% |
| 3M | -0.4% | +13.1% | -13.6% | -1.0% |
| 6M | +25.1% | +90.3% | -65.1% | +22.1% |
| YTD | +23.9% | +149.6% | -125.7% | +19.5% |
| 1Y | +41.1% | +249.2% | -208.1% | +34.1% |
| 3Y | +63.6% | +445.9% | -382.3% | +47.1% |
| 5Y | +31.5% | +477.7% | -446.2% | +9.7% |
| All | +31.5% | +472.4% | -440.9% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling