+35.1%
CLS vs MUB
+2.0%
+33.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.7% | +5.7% |
| 7D | +12.8% | -0.3% | +13.1% | +14.4% |
| 30D | +3.8% | -1.5% | +5.4% | +12.4% |
| 3M | -14.6% | -1.9% | -12.7% | -5.8% |
| 6M | +32.2% | -1.7% | +34.0% | +44.4% |
| YTD | +11.6% | -0.8% | +12.4% | +20.4% |
| 1Y | +35.1% | +1.5% | +33.6% | +36.0% |
| All | +35.1% | +2.0% | +33.1% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling