+3,552.3%
ASX vs CLF
+473.3%
+3,079.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.1% |
| 7D | -0.7% | +7.6% | -8.3% | -2.1% |
| 30D | +2.0% | -1.2% | +3.2% | +2.1% |
| 3M | -1.3% | -13.4% | +12.0% | +0.4% |
| 6M | +71.4% | +15.4% | +56.0% | +65.3% |
| YTD | +135.3% | -5.9% | +141.2% | +132.6% |
| 1Y | +267.5% | +18.8% | +248.7% | +243.6% |
| 3Y | +388.5% | -19.4% | +407.9% | +367.7% |
| 5Y | +417.1% | -47.7% | +464.8% | +416.6% |
| 10Y | +872.7% | +130.4% | +742.4% | +552.3% |
| All | +3,552.3% | +473.3% | +3,079.0% | +1,447.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling