+146.5%
ASX vs CLBK
+65.7%
+80.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -3.9% |
| 7D | -14.6% | +4.6% | -19.2% | -14.4% |
| 30D | -21.1% | -1.5% | -19.6% | -20.7% |
| 3M | -3.1% | +4.4% | -7.5% | -2.6% |
| 6M | +17.4% | +31.7% | -14.3% | +17.1% |
| YTD | +135.3% | +58.7% | +76.6% | +129.5% |
| 1Y | +146.5% | +64.9% | +81.6% | +136.4% |
| All | +146.5% | +65.7% | +80.8% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 1y: compounded portfolio wealth divided by compounded CLBK 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…
1y analysis · Full analysis span regression · 6 months rolling