+529.2%
ASX vs CRL
-12.2%
+541.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +6.9% |
| 7D | +0.8% | +5.0% | -4.2% | -0.3% |
| 30D | -20.4% | +13.5% | -34.0% | -23.0% |
| 3M | -2.1% | +21.5% | -23.7% | -7.3% |
| 6M | +8.2% | +103.4% | -95.2% | -12.5% |
| YTD | +137.3% | +71.8% | +65.5% | +98.9% |
| 1Y | +155.0% | +97.5% | +57.5% | +104.5% |
| 3Y | +397.9% | +99.2% | +298.7% | +271.4% |
| 5Y | +529.2% | -12.1% | +541.4% | +537.4% |
| All | +529.2% | -12.2% | +541.4% | +537.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling