-0.4%
CLSK vs MUB
+0.7%
-1.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -1.9% |
| 7D | +1.7% | -1.2% | +3.0% | +4.7% |
| 30D | +11.1% | -2.8% | +13.9% | +18.5% |
| 3M | -14.1% | -3.1% | -11.0% | -7.8% |
| 6M | +32.9% | -2.9% | +35.8% | +42.7% |
| YTD | +26.5% | -2.0% | +28.5% | +33.5% |
| 1Y | +27.6% | 0.0% | +27.6% | +29.3% |
| 3Y | +190.9% | +7.4% | +183.5% | +146.3% |
| 5Y | -0.4% | +0.8% | -1.2% | -29.4% |
| All | -0.4% | +0.7% | -1.1% | -29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling