+1,763.7%
CLS vs ASX
+431.2%
+1,332.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -5.9% | -4.2% |
| 7D | -22.2% | -19.9% | -2.2% | -9.3% |
| 30D | -44.4% | -30.9% | -13.5% | -28.1% |
| 3M | -34.3% | -15.1% | -19.2% | -26.9% |
| 6M | -50.1% | -6.5% | -43.6% | -50.5% |
| YTD | -30.1% | +98.4% | -128.5% | -61.1% |
| 1Y | -39.3% | +107.9% | -147.2% | -67.1% |
| 3Y | +732.7% | +325.3% | +407.4% | +189.5% |
| All | +1,763.7% | +431.2% | +1,332.5% | +457.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling