+221.3%
CLX vs MUB
+77.6%
+143.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +13.6% | +0.6% | +13.0% | +13.3% |
| 30D | +29.1% | +3.4% | +25.6% | +27.0% |
| 3M | +1.6% | -0.7% | +2.3% | +1.9% |
| 6M | +18.7% | -1.0% | +19.7% | +19.3% |
| YTD | +11.1% | 0.0% | +11.1% | +11.2% |
| 1Y | +7.0% | +0.4% | +6.6% | +6.9% |
| 3Y | -10.0% | +10.5% | -20.5% | -13.4% |
| 5Y | -22.6% | +3.1% | -25.7% | -23.7% |
| 10Y | +29.3% | +22.0% | +7.3% | +22.3% |
| All | +221.3% | +77.6% | +143.7% | +178.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling