+842.6%
ASX vs CRL
+400.8%
+441.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +7.0% |
| 7D | -12.3% | +4.4% | -16.7% | -13.3% |
| 30D | -26.0% | +17.1% | -43.1% | -29.6% |
| 3M | -8.1% | +32.1% | -40.2% | -16.3% |
| 6M | +1.4% | +98.9% | -97.5% | -20.9% |
| YTD | +115.6% | +77.1% | +38.4% | +72.5% |
| 1Y | +128.0% | +110.3% | +17.8% | +71.1% |
| 3Y | +371.4% | +108.5% | +262.9% | +227.8% |
| 5Y | +469.4% | -7.9% | +477.3% | +440.8% |
| 10Y | +842.6% | +368.9% | +473.7% | +399.2% |
| All | +842.6% | +400.8% | +441.8% | +399.2% |
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