+56.8%
CCL vs ASX
+3,515.0%
-3,458.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -5.0% | -0.7% | -4.3% | -4.9% |
| 30D | -20.3% | +2.0% | -22.3% | -21.0% |
| 3M | -15.1% | -1.3% | -13.8% | -16.7% |
| 6M | -15.1% | +71.4% | -86.5% | -29.9% |
| YTD | -21.8% | +135.3% | -157.1% | -41.5% |
| 1Y | -24.8% | +267.5% | -292.3% | -51.3% |
| 3Y | +51.9% | +388.5% | -336.6% | -10.7% |
| 5Y | +4.0% | +417.1% | -413.1% | -40.0% |
| 10Y | -42.2% | +872.7% | -915.0% | -72.3% |
| All | +56.8% | +3,515.0% | -3,458.2% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling