+125.7%
ASX vs CLX
+3.6%
+122.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.6% | +3.1% | +9.2% |
| 7D | -12.3% | +17.4% | -29.7% | -10.6% |
| 30D | -26.0% | +27.8% | -53.8% | -23.8% |
| 3M | -8.1% | +3.0% | -11.1% | -6.6% |
| 6M | +1.4% | +17.5% | -16.1% | +3.6% |
| YTD | +115.6% | +10.0% | +105.6% | +141.9% |
| All | +125.7% | +3.6% | +122.0% | +153.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling