+40.7%
XLC vs ASX
+482.2%
-441.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +1.4% |
| 7D | +3.7% | +12.4% | -8.7% | +1.4% |
| 30D | -1.9% | -19.8% | +17.9% | +1.2% |
| 3M | -3.1% | -10.3% | +7.2% | -2.9% |
| 6M | -6.4% | +1.2% | -7.6% | -11.0% |
| YTD | -6.8% | +123.0% | -129.9% | -29.9% |
| 1Y | -1.7% | +145.4% | -147.1% | -28.2% |
| 3Y | +64.7% | +368.6% | -303.9% | -9.0% |
| All | +40.7% | +482.2% | -441.5% | -33.0% |
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