+748.4%
ASX vs CRL
+386.8%
+361.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +7.8% | -1.4% | +3.7% |
| 7D | -19.9% | -6.1% | -13.8% | -18.0% |
| 30D | -30.9% | +12.4% | -43.3% | -33.3% |
| 3M | -15.1% | +27.1% | -42.2% | -21.7% |
| 6M | -6.5% | +85.7% | -92.2% | -25.2% |
| YTD | +98.4% | +69.2% | +29.2% | +61.4% |
| 1Y | +107.9% | +97.5% | +10.3% | +59.5% |
| 3Y | +325.3% | +86.1% | +239.2% | +209.4% |
| 5Y | +447.3% | -10.0% | +457.4% | +422.3% |
| All | +748.4% | +386.8% | +361.6% | +373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 10y: compounded portfolio wealth divided by compounded CRL 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…
10y analysis · Full analysis span regression · 6 months rolling