+384.2%
ASX vs CLX
-26.6%
+410.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.5% | -21.3% | -20.7% |
| 7D | -33.3% | +12.4% | -45.7% | -33.1% |
| 30D | -36.5% | +21.1% | -57.6% | -36.1% |
| 3M | -19.2% | -3.3% | -15.9% | -18.9% |
| 6M | -10.2% | +18.8% | -29.1% | -10.2% |
| YTD | +86.5% | +3.9% | +82.5% | +88.5% |
| 1Y | +89.6% | -3.8% | +93.4% | +91.8% |
| 3Y | +298.6% | -10.5% | +309.1% | +300.0% |
| All | +384.2% | -26.6% | +410.8% | +392.6% |
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