+726.4%
ASX vs CLBK
+62.9%
+663.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.2% | +6.5% | +8.0% |
| 7D | -12.3% | +1.8% | -14.1% | -12.6% |
| 30D | -26.0% | +5.1% | -31.1% | -27.1% |
| 3M | -8.1% | +5.2% | -13.3% | -9.6% |
| 6M | +1.4% | +28.6% | -27.2% | -6.6% |
| YTD | +115.6% | +61.4% | +54.2% | +83.8% |
| 1Y | +128.0% | +64.7% | +63.3% | +92.9% |
| 3Y | +371.4% | +55.1% | +316.3% | +293.9% |
| 5Y | +469.4% | +28.4% | +441.0% | +381.0% |
| All | +726.4% | +62.9% | +663.5% | +510.8% |
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