+534.1%
XLP vs ASX
+3,515.0%
-2,980.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.0% | -0.7% | -0.3% | -1.0% |
| 30D | -0.9% | +2.0% | -2.9% | -1.1% |
| 3M | +3.8% | -1.3% | +5.1% | +3.1% |
| 6M | -1.7% | +71.4% | -73.2% | -7.4% |
| YTD | +10.3% | +135.3% | -125.1% | +0.9% |
| 1Y | +7.8% | +267.5% | -259.7% | -5.5% |
| 3Y | +27.2% | +388.5% | -361.3% | +7.1% |
| 5Y | +32.5% | +417.1% | -384.6% | +9.5% |
| 10Y | +101.8% | +872.7% | -771.0% | +53.1% |
| All | +534.1% | +3,515.0% | -2,980.9% | +306.2% |
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