+37.7%
XLC vs ASX
+429.3%
-391.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | +1.0% | +2.0% | -0.9% | +0.4% |
| 3M | -0.7% | -1.3% | +0.6% | -2.4% |
| 6M | -5.1% | +71.4% | -76.6% | -20.5% |
| YTD | -4.3% | +135.3% | -139.6% | -27.2% |
| 1Y | -0.6% | +267.5% | -268.0% | -34.6% |
| 3Y | +72.7% | +388.5% | -315.8% | -2.2% |
| All | +37.7% | +429.3% | -391.6% | -30.0% |
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 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