+392.6%
ASX vs CLBK
+51.7%
+341.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +1.2% | -1.9% | -1.0% |
| 30D | +2.0% | +9.1% | -7.1% | +0.1% |
| 3M | -1.3% | +27.7% | -29.0% | -6.7% |
| 6M | +71.4% | +40.8% | +30.6% | +58.4% |
| YTD | +135.3% | +66.4% | +68.9% | +108.0% |
| 1Y | +267.5% | +72.4% | +195.1% | +220.6% |
| All | +392.6% | +51.7% | +341.0% | +330.8% |
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 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