+135.8%
XLC vs ASX
+1,038.9%
-903.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.6% | -5.8% | -0.7% |
| 7D | +3.5% | +0.8% | +2.6% | +2.5% |
| 30D | -2.6% | -20.4% | +17.9% | +1.2% |
| 3M | -2.1% | -2.1% | +0.1% | -3.7% |
| 6M | -5.5% | +8.2% | -13.7% | -11.8% |
| YTD | -6.9% | +137.3% | -144.2% | -31.2% |
| 1Y | -3.7% | +155.0% | -158.7% | -30.4% |
| 3Y | +64.2% | +397.9% | -333.7% | -7.7% |
| 5Y | +43.0% | +529.2% | -486.2% | -27.7% |
| All | +135.8% | +1,038.9% | -903.1% | -9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling