-12.7%
CLX vs MUB
+11.9%
-24.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.1% |
| 7D | +13.6% | +0.7% | +12.9% | +12.5% |
| 30D | +23.4% | +4.4% | +19.0% | +16.6% |
| 3M | -2.8% | -0.2% | -2.7% | -2.7% |
| 6M | +14.0% | -0.6% | +14.6% | +14.8% |
| YTD | +4.2% | +0.3% | +3.8% | +4.0% |
| 1Y | -1.2% | +0.8% | -1.9% | -1.6% |
| 3Y | -12.7% | +12.0% | -24.7% | -18.6% |
| All | -12.7% | +11.9% | -24.6% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling