+325.3%
ASX vs CLBK
+44.9%
+280.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.4% | +6.2% |
| 7D | -19.9% | +0.6% | -20.6% | -20.0% |
| 30D | -30.9% | +2.9% | -33.7% | -31.3% |
| 3M | -15.1% | +3.0% | -18.0% | -15.6% |
| 6M | -6.5% | +27.3% | -33.8% | -11.2% |
| YTD | +98.4% | +58.0% | +40.4% | +78.7% |
| 1Y | +107.9% | +62.4% | +45.5% | +85.8% |
| 3Y | +325.3% | +46.9% | +278.3% | +283.0% |
| All | +325.3% | +44.9% | +280.4% | +283.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling