+1.4%
CCL vs ASX
+429.3%
-427.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -5.0% | -0.7% | -4.3% | -4.7% |
| 30D | -20.3% | +2.0% | -22.3% | -21.5% |
| 3M | -15.1% | -1.3% | -13.8% | -18.3% |
| 6M | -15.1% | +71.4% | -86.5% | -40.9% |
| YTD | -21.8% | +135.3% | -157.1% | -55.0% |
| 1Y | -24.8% | +267.5% | -292.3% | -67.4% |
| 3Y | +51.9% | +388.5% | -336.6% | -49.3% |
| All | +1.4% | +429.3% | -427.9% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling