+392.6%
ASX vs CLX
-32.8%
+425.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.1% |
| 7D | -0.7% | -9.2% | +8.5% | -1.2% |
| 30D | +2.0% | -11.0% | +13.0% | +1.4% |
| 3M | -1.3% | +5.0% | -6.4% | -1.5% |
| 6M | +71.4% | -18.8% | +90.3% | +71.9% |
| YTD | +135.3% | -4.4% | +139.7% | +139.0% |
| 1Y | +267.5% | -21.9% | +289.3% | +270.3% |
| All | +392.6% | -32.8% | +425.5% | +388.3% |
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 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