+809.6%
ASX vs CLBK
+63.6%
+746.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.5% |
| 7D | +0.8% | +2.2% | -1.3% | +0.4% |
| 30D | -20.4% | +5.0% | -25.4% | -21.6% |
| 3M | -2.1% | +3.3% | -5.4% | -3.2% |
| 6M | +8.2% | +29.6% | -21.4% | -0.6% |
| YTD | +137.3% | +62.1% | +75.1% | +102.0% |
| 1Y | +155.0% | +64.3% | +90.7% | +115.9% |
| 3Y | +397.9% | +55.6% | +342.3% | +315.7% |
| 5Y | +529.2% | +29.3% | +500.0% | +430.2% |
| All | +809.6% | +63.6% | +746.0% | +571.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling