+249.2%
ASX vs CLBK
+70.4%
+178.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.0% |
| 7D | +6.3% | +1.1% | +5.2% | +6.4% |
| 30D | +6.4% | +7.8% | -1.4% | +6.9% |
| 3M | +13.1% | +23.9% | -10.7% | +14.6% |
| 6M | +90.3% | +42.3% | +48.0% | +93.5% |
| YTD | +149.6% | +65.4% | +84.2% | +156.3% |
| 1Y | +249.2% | +70.3% | +178.9% | +265.5% |
| All | +249.2% | +70.4% | +178.7% | +265.5% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling