+1,007.5%
ASX vs CLF
+83.8%
+923.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.2% | +4.4% | +6.2% |
| 7D | +0.8% | +2.3% | -1.5% | +0.9% |
| 30D | -20.4% | +1.9% | -22.4% | -20.4% |
| 3M | -2.1% | +5.9% | -8.0% | -3.2% |
| 6M | +8.2% | +16.9% | -8.7% | +4.2% |
| YTD | +137.3% | -1.1% | +138.3% | +132.2% |
| 1Y | +155.0% | +28.8% | +126.2% | +136.6% |
| 3Y | +397.9% | -20.6% | +418.5% | +376.1% |
| 5Y | +529.2% | -41.5% | +570.8% | +515.2% |
| 10Y | +1,007.5% | +87.5% | +920.0% | +711.6% |
| All | +1,007.5% | +83.8% | +923.7% | +711.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 CLF 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