+378.4%
ASX vs CLX
-7.5%
+385.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -3.9% |
| 7D | +22.1% | +8.5% | +13.6% | +23.1% |
| 30D | -23.8% | +30.0% | -53.7% | -21.4% |
| 3M | -7.6% | +3.8% | -11.4% | -6.5% |
| 6M | +6.9% | +24.6% | -17.7% | +9.6% |
| YTD | +127.7% | +12.8% | +114.9% | +137.1% |
| 1Y | +144.5% | +8.6% | +135.9% | +153.7% |
| All | +378.4% | -7.5% | +385.9% | +401.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling