+985.8%
ASX vs CL
+88.0%
+897.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.2% |
| 7D | +12.4% | +3.2% | +9.2% | +12.1% |
| 30D | -19.8% | +8.0% | -27.8% | -20.5% |
| 3M | -10.3% | +7.9% | -18.2% | -11.1% |
| 6M | +1.2% | +14.7% | -13.5% | -1.2% |
| YTD | +123.0% | +29.2% | +93.9% | +112.1% |
| 1Y | +145.4% | +29.5% | +115.9% | +133.1% |
| 3Y | +368.6% | +40.7% | +328.0% | +319.2% |
| 5Y | +486.0% | +43.9% | +442.2% | +413.7% |
| All | +985.8% | +88.0% | +897.8% | +764.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 10y: compounded portfolio wealth divided by compounded CL 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…
10y analysis · Full analysis span regression · 6 months rolling