+21.9%
CCL vs ASX
+144.4%
-122.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.9% | +11.2% | +8.1% |
| 7D | +11.6% | -14.6% | +26.2% | +15.3% |
| 30D | +22.5% | -21.1% | +43.6% | +28.5% |
| 3M | +6.4% | -3.1% | +9.5% | +6.0% |
| 6M | +23.4% | +17.4% | +6.0% | +9.9% |
| YTD | +4.2% | +135.3% | -131.1% | -29.5% |
| 1Y | +21.9% | +146.5% | -124.6% | -19.5% |
| All | +21.9% | +144.4% | -122.6% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling