+487.9%
CVS vs ASX
+3,211.4%
-2,723.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.6% | -7.0% | +0.7% |
| 7D | -3.7% | -12.3% | +8.6% | -2.6% |
| 30D | -0.3% | -26.0% | +25.6% | +2.3% |
| 3M | -10.3% | -8.1% | -2.2% | -10.4% |
| 6M | -4.6% | +1.4% | -6.0% | -6.8% |
| YTD | +10.7% | +115.6% | -104.8% | -1.6% |
| 1Y | +11.2% | +128.0% | -116.8% | -1.9% |
| 3Y | +43.0% | +371.4% | -328.4% | +12.6% |
| 5Y | +8.6% | +469.4% | -460.8% | -18.1% |
| 10Y | +52.0% | +842.6% | -790.7% | +3.2% |
| All | +487.9% | +3,211.4% | -2,723.6% | +203.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling