-32.5%
CLS vs ASX
+138.6%
-171.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | -1.9% |
| 7D | -13.9% | -9.1% | -4.7% | -8.5% |
| 30D | -38.2% | -23.6% | -14.6% | -25.8% |
| 3M | -28.8% | -5.6% | -23.2% | -26.5% |
| 6M | -40.4% | +4.7% | -45.1% | -47.2% |
| YTD | -24.3% | +122.6% | -146.9% | -75.6% |
| All | -32.5% | +138.6% | -171.1% | -80.3% |
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