+2,944.0%
CLS vs MUB
+17.9%
+2,926.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.7% | +5.7% |
| 7D | +12.8% | -0.3% | +13.1% | +13.4% |
| 30D | +3.8% | -1.5% | +5.4% | +7.0% |
| 3M | -14.6% | -1.9% | -12.7% | -11.3% |
| 6M | +32.2% | -1.7% | +34.0% | +37.2% |
| YTD | +11.6% | -0.8% | +12.4% | +14.0% |
| 1Y | +35.1% | +1.5% | +33.6% | +32.5% |
| 3Y | +1,312.5% | +8.8% | +1,303.8% | +1,097.7% |
| 5Y | +3,542.1% | +2.0% | +3,540.1% | +3,445.6% |
| 10Y | +2,944.0% | +18.0% | +2,926.0% | +2,989.1% |
| All | +2,944.0% | +17.9% | +2,926.2% | +2,989.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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