It was above average, but it wasn't the game changing performance that he delivered in 2007. He made a nervy start but his confidence grew as the speech progressed. It was a speech to the country rather than to his party.
He had to sound and come across as the Prime Minister–in-waiting. There has to be some doubt that he achieved this. There was a little too much Brown bashing.
Finally, If Brown is thinking of calling the election, and nothing has been ruled out so far today, then there was little in Cameron's speech that would stop the drive to the Palace.