+1,007.5%
ASX vs CLX
+29.7%
+977.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.6% |
| 7D | +0.8% | +7.8% | -6.9% | +0.7% |
| 30D | -20.4% | +28.5% | -49.0% | -20.8% |
| 3M | -2.1% | +1.3% | -3.5% | -2.0% |
| 6M | +8.2% | +23.4% | -15.2% | +7.5% |
| YTD | +137.3% | +11.4% | +125.9% | +137.5% |
| 1Y | +155.0% | +6.9% | +148.1% | +155.6% |
| 3Y | +397.9% | -9.8% | +407.7% | +400.5% |
| 5Y | +529.2% | -22.7% | +551.9% | +533.9% |
| 10Y | +1,007.5% | +28.7% | +978.8% | +846.1% |
| All | +1,007.5% | +29.7% | +977.9% | +846.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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