+1,753.0%
CLS vs ASX
+847.6%
+905.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +8.6% | -0.8% | +2.9% |
| 7D | -10.6% | -12.3% | +1.7% | -4.0% |
| 30D | -38.4% | -26.0% | -12.5% | -27.2% |
| 3M | -29.9% | -8.1% | -21.8% | -26.5% |
| 6M | -40.6% | +1.4% | -42.0% | -42.6% |
| YTD | -24.6% | +115.6% | -140.2% | -51.9% |
| 1Y | -30.8% | +128.0% | -158.8% | -56.9% |
| 3Y | +811.7% | +371.4% | +440.3% | +312.0% |
| 5Y | +1,838.4% | +469.4% | +1,369.0% | +689.3% |
| All | +1,753.0% | +847.6% | +905.4% | +458.4% |
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 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