+2,944.0%
CLS vs ASX
+918.4%
+2,025.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +6.1% | -0.4% | +2.2% |
| 7D | +12.8% | +6.3% | +6.5% | +9.1% |
| 30D | +3.8% | +6.4% | -2.6% | +0.5% |
| 3M | -14.6% | +13.1% | -27.8% | -21.4% |
| 6M | +32.2% | +90.3% | -58.1% | -9.4% |
| YTD | +11.6% | +149.6% | -138.0% | -34.1% |
| 1Y | +35.1% | +249.2% | -214.1% | -32.8% |
| 3Y | +1,312.5% | +445.9% | +866.6% | +492.8% |
| 5Y | +3,542.1% | +477.7% | +3,064.3% | +1,339.5% |
| 10Y | +2,944.0% | +913.4% | +2,030.6% | +773.9% |
| All | +2,944.0% | +918.4% | +2,025.6% | +773.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling