+5.9%
CLX vs MUB
+0.9%
+5.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.1% | +5.5% | +5.4% |
| 7D | +17.4% | +1.0% | +16.3% | +14.2% |
| 30D | +27.8% | +3.9% | +23.9% | +15.6% |
| 3M | +3.0% | -0.4% | +3.4% | +6.6% |
| 6M | +17.5% | -0.6% | +18.1% | +22.1% |
| YTD | +10.0% | +0.4% | +9.6% | +12.9% |
| All | +5.9% | +0.9% | +5.1% | +7.7% |
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