+193.2%
CLS vs ASX
+2,948.3%
-2,755.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -5.9% | -2.1% |
| 7D | -22.2% | -19.9% | -2.2% | -14.9% |
| 30D | -44.4% | -30.9% | -13.5% | -35.3% |
| 3M | -34.3% | -15.1% | -19.2% | -29.5% |
| 6M | -50.1% | -6.5% | -43.6% | -49.1% |
| YTD | -30.1% | +98.4% | -128.5% | -46.7% |
| 1Y | -39.3% | +107.9% | -147.2% | -54.4% |
| 3Y | +732.7% | +325.3% | +407.4% | +396.2% |
| 5Y | +1,777.2% | +447.3% | +1,329.9% | +905.0% |
| 10Y | +1,645.6% | +763.2% | +882.4% | +646.7% |
| All | +193.2% | +2,948.3% | -2,755.2% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling