+985.8%
ASX vs CRL
+350.3%
+635.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.7% |
| 7D | +12.4% | +0.1% | +12.3% | +12.4% |
| 30D | -19.8% | +11.9% | -31.7% | -22.5% |
| 3M | -10.3% | +20.2% | -30.5% | -15.6% |
| 6M | +1.2% | +107.5% | -106.3% | -22.0% |
| YTD | +123.0% | +69.4% | +53.6% | +81.3% |
| 1Y | +145.4% | +99.7% | +45.7% | +87.6% |
| 3Y | +368.6% | +98.8% | +269.9% | +231.4% |
| 5Y | +486.0% | -12.4% | +498.5% | +466.9% |
| All | +985.8% | +350.3% | +635.5% | +492.3% |
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