-29.6%
CLS vs ASX
+144.4%
-174.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -3.9% | -5.1% | -6.1% |
| 7D | -21.1% | -14.6% | -6.5% | -11.6% |
| 30D | -38.2% | -21.1% | -17.1% | -26.6% |
| 3M | -36.3% | -3.1% | -33.2% | -35.0% |
| 6M | -43.8% | +17.4% | -61.2% | -54.9% |
| YTD | -20.0% | +135.3% | -155.4% | -75.3% |
| 1Y | -29.6% | +146.5% | -176.1% | -79.6% |
| All | -29.6% | +144.4% | -174.0% | -79.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling