+939.0%
ASX vs CRL
+362.2%
+576.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.1% | +5.4% | +4.0% |
| 7D | -9.1% | -1.7% | -7.4% | -8.3% |
| 30D | -23.6% | +14.6% | -38.2% | -26.8% |
| 3M | -5.6% | +24.8% | -30.5% | -12.4% |
| 6M | +4.7% | +94.7% | -90.0% | -17.7% |
| YTD | +122.6% | +73.4% | +49.2% | +79.5% |
| 1Y | +133.0% | +104.7% | +28.4% | +76.5% |
| 3Y | +367.1% | +101.1% | +266.1% | +229.4% |
| 5Y | +504.7% | -10.8% | +515.5% | +481.4% |
| All | +939.0% | +362.2% | +576.8% | +465.3% |
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