+3,552.3%
ASX vs CRL
+748.5%
+2,803.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | +2.0% | +10.7% | -8.7% | -1.4% |
| 3M | -1.3% | +55.3% | -56.6% | -15.1% |
| 6M | +71.4% | +60.7% | +10.8% | +44.5% |
| YTD | +135.3% | +44.6% | +90.7% | +103.3% |
| 1Y | +267.5% | +77.7% | +189.7% | +193.5% |
| 3Y | +388.5% | +37.6% | +350.8% | +301.9% |
| 5Y | +417.1% | -35.8% | +452.9% | +434.5% |
| 10Y | +872.7% | +241.7% | +631.0% | +461.8% |
| All | +3,552.3% | +748.5% | +2,803.8% | +1,289.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling