+838.1%
CLS vs ASX
+366.9%
+471.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.0% | -3.3% | -3.7% |
| 7D | +16.3% | +12.4% | +3.9% | +5.5% |
| 30D | -25.7% | -19.8% | -5.9% | -12.5% |
| 3M | -30.9% | -10.3% | -20.5% | -26.0% |
| 6M | -35.5% | +1.2% | -36.7% | -41.6% |
| YTD | -18.7% | +123.0% | -141.7% | -66.5% |
| 1Y | -17.9% | +145.4% | -163.3% | -69.0% |
| 3Y | +838.1% | +368.6% | +469.5% | +89.7% |
| All | +838.1% | +366.9% | +471.2% | +89.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling