+432.3%
ASX vs CLBK
+42.8%
+389.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +1.2% | -1.9% | -0.9% |
| 30D | +2.0% | +9.1% | -7.1% | +0.4% |
| 3M | -1.3% | +27.7% | -29.0% | -5.8% |
| 6M | +71.4% | +40.8% | +30.6% | +60.6% |
| YTD | +135.3% | +66.4% | +68.9% | +112.9% |
| 1Y | +267.5% | +72.4% | +195.1% | +229.1% |
| 3Y | +388.5% | +50.7% | +337.8% | +342.1% |
| All | +432.3% | +42.8% | +389.5% | +372.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling