+2,793.8%
ASX vs CLF
+416.9%
+2,376.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.2% | -8.5% | -18.6% |
| 7D | -33.3% | -21.0% | -12.3% | -30.2% |
| 30D | -36.5% | -8.0% | -28.5% | -35.3% |
| 3M | -19.2% | -10.9% | -8.3% | -17.5% |
| 6M | -10.2% | +5.8% | -16.1% | -11.7% |
| YTD | +86.5% | -15.1% | +101.6% | +87.9% |
| 1Y | +89.6% | +7.2% | +82.4% | +83.1% |
| 3Y | +298.6% | -34.2% | +332.8% | +296.6% |
| 5Y | +414.3% | -49.6% | +463.9% | +420.3% |
| 10Y | +711.1% | +109.9% | +601.2% | +456.9% |
| All | +2,793.8% | +416.9% | +2,376.9% | +1,150.1% |
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