-33.0%
CLX vs MUB
+8.6%
-41.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -9.2% | -0.9% | -8.4% | -8.2% |
| 30D | -11.0% | -1.4% | -9.6% | -9.4% |
| 3M | +5.0% | -2.2% | +7.2% | +7.9% |
| 6M | -18.8% | -1.9% | -16.9% | -16.9% |
| YTD | -4.4% | -0.8% | -3.6% | -3.1% |
| 1Y | -21.9% | +2.7% | -24.6% | -23.3% |
| All | -33.0% | +8.6% | -41.6% | -42.5% |
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