-28.5%
CCL vs ASX
+849.3%
-877.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.6% | -4.5% | +0.1% |
| 7D | +3.1% | -12.3% | +15.3% | +8.0% |
| 30D | +17.5% | -26.0% | +43.5% | +31.8% |
| 3M | +6.8% | -8.1% | +14.9% | +6.6% |
| 6M | +18.7% | +1.4% | +17.3% | +6.8% |
| YTD | +3.0% | +115.6% | -112.5% | -38.9% |
| 1Y | +17.7% | +128.0% | -110.3% | -32.5% |
| 3Y | +155.6% | +371.4% | -215.8% | -7.9% |
| 5Y | +30.2% | +469.4% | -439.2% | -58.5% |
| 10Y | -28.5% | +842.6% | -871.1% | -84.7% |
| All | -28.5% | +849.3% | -877.8% | -84.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling