+343.0%
CLS vs ASX
+3,515.0%
-3,172.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +4.6% | -0.7% | +5.3% | +4.9% |
| 30D | -13.9% | +2.0% | -15.9% | -14.5% |
| 3M | -26.6% | -1.3% | -25.2% | -26.4% |
| 6M | +15.4% | +71.4% | -56.0% | -7.3% |
| YTD | +5.7% | +135.3% | -129.7% | -25.0% |
| 1Y | +41.1% | +267.5% | -226.4% | -15.1% |
| 3Y | +1,228.6% | +388.5% | +840.1% | +646.8% |
| 5Y | +3,240.6% | +417.1% | +2,823.5% | +1,695.8% |
| 10Y | +2,760.3% | +872.7% | +1,887.6% | +1,058.5% |
| All | +343.0% | +3,515.0% | -3,172.0% | -32.4% |
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 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