+486.8%
ASX vs CLX
-20.8%
+507.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.0% |
| 7D | +12.4% | +9.5% | +2.9% | +12.6% |
| 30D | -19.8% | +30.7% | -50.5% | -19.2% |
| 3M | -10.3% | +4.2% | -14.6% | -9.8% |
| 6M | +1.2% | +22.1% | -20.9% | +1.8% |
| YTD | +123.0% | +14.1% | +109.0% | +125.9% |
| 1Y | +145.4% | +10.3% | +135.1% | +148.7% |
| 3Y | +368.6% | -7.8% | +376.4% | +373.4% |
| All | +486.8% | -20.8% | +507.6% | +488.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling