+913.4%
ASX vs CLX
-3.9%
+917.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.6% | +6.1% |
| 7D | +6.3% | -3.5% | +9.9% | +6.4% |
| 30D | +6.4% | -11.9% | +18.3% | +6.9% |
| 3M | +13.1% | -2.6% | +15.8% | +13.1% |
| 6M | +90.3% | -18.2% | +108.5% | +92.0% |
| YTD | +149.6% | -5.9% | +155.5% | +150.5% |
| 1Y | +249.2% | -23.8% | +273.0% | +253.9% |
| 3Y | +445.9% | -33.6% | +479.5% | +455.6% |
| 5Y | +477.7% | -35.7% | +513.4% | +484.7% |
| 10Y | +913.4% | -2.5% | +915.9% | +823.2% |
| All | +913.4% | -3.9% | +917.3% | +823.2% |
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