+2,979.8%
ASX vs CLX
+437.7%
+2,542.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.2% | +6.4% |
| 7D | -19.9% | +13.6% | -33.5% | -22.0% |
| 30D | -30.9% | +23.4% | -54.2% | -33.9% |
| 3M | -15.1% | -2.8% | -12.2% | -14.9% |
| 6M | -6.5% | +14.0% | -20.5% | -10.1% |
| YTD | +98.4% | +4.2% | +94.3% | +94.3% |
| 1Y | +107.9% | -1.2% | +109.0% | +105.7% |
| 3Y | +325.3% | -12.7% | +338.0% | +324.6% |
| 5Y | +447.3% | -26.5% | +473.8% | +456.9% |
| 10Y | +763.2% | +20.2% | +743.0% | +598.2% |
| All | +2,979.8% | +437.7% | +2,542.1% | +1,540.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling