+133.6%
CCL vs ASX
+366.9%
-233.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | +0.3% |
| 7D | -1.2% | +12.4% | -13.6% | -4.9% |
| 30D | +13.1% | -19.8% | +32.9% | +19.4% |
| 3M | +3.4% | -10.3% | +13.7% | +4.4% |
| 6M | +18.7% | +1.2% | +17.5% | +10.4% |
| YTD | -2.3% | +123.0% | -125.3% | -36.1% |
| 1Y | +14.2% | +145.4% | -131.2% | -28.6% |
| 3Y | +133.6% | +368.6% | -235.0% | -2.4% |
| All | +133.6% | +366.9% | -233.3% | -2.4% |
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