+56.1%
CCL vs ASX
+403.7%
-347.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -5.0% | -0.7% | -4.3% | -4.8% |
| 30D | -20.3% | +2.0% | -22.3% | -21.2% |
| 3M | -15.1% | -1.3% | -13.8% | -17.4% |
| 6M | -15.1% | +71.4% | -86.5% | -36.2% |
| YTD | -21.8% | +135.3% | -157.1% | -49.2% |
| 1Y | -24.8% | +267.5% | -292.3% | -60.8% |
| All | +56.1% | +403.7% | -347.6% | -38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling