+890.9%
ASX vs CLBK
+64.7%
+826.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.9% |
| 7D | +11.1% | -1.5% | +12.6% | +11.6% |
| 30D | +9.6% | +6.7% | +2.9% | +7.4% |
| 3M | +18.6% | +21.2% | -2.5% | +11.4% |
| 6M | +92.1% | +42.0% | +50.2% | +71.6% |
| YTD | +158.5% | +63.3% | +95.2% | +119.8% |
| 1Y | +271.9% | +65.4% | +206.5% | +213.1% |
| 3Y | +465.2% | +52.5% | +412.8% | +375.8% |
| 5Y | +479.4% | +42.0% | +437.5% | +363.7% |
| All | +890.9% | +64.7% | +826.1% | +630.3% |
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