+1,770.4%
CLS vs ASX
+931.3%
+839.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | -1.4% |
| 7D | -13.9% | -9.1% | -4.7% | -9.4% |
| 30D | -38.2% | -23.6% | -14.6% | -28.2% |
| 3M | -28.8% | -5.6% | -23.2% | -26.6% |
| 6M | -40.4% | +4.7% | -45.1% | -43.4% |
| YTD | -24.3% | +122.6% | -146.9% | -52.7% |
| 1Y | -35.0% | +133.0% | -168.0% | -60.2% |
| 3Y | +778.7% | +367.1% | +411.6% | +295.6% |
| 5Y | +1,884.8% | +504.7% | +1,380.1% | +683.7% |
| All | +1,770.4% | +931.3% | +839.2% | +443.2% |
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