-7.5%
TSCO vs ASX
+490.0%
-497.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.5% | -7.2% | -4.1% |
| 7D | -2.5% | +11.1% | -13.6% | -3.7% |
| 30D | -1.1% | +9.6% | -10.7% | -2.3% |
| 3M | +14.3% | +18.6% | -4.4% | +10.7% |
| 6M | -31.9% | +92.1% | -124.0% | -39.8% |
| YTD | -30.7% | +158.5% | -189.2% | -42.1% |
| 1Y | -41.1% | +271.9% | -313.0% | -54.3% |
| 3Y | -17.1% | +465.2% | -482.4% | -43.5% |
| 5Y | -7.5% | +479.4% | -487.0% | -39.4% |
| All | -7.5% | +490.0% | -497.5% | -39.4% |
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 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