+4,271.9%
MU vs CLX
+26.7%
+4,245.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.6% | +0.7% | +6.3% |
| 7D | -12.0% | +17.4% | -29.4% | -11.8% |
| 30D | -28.7% | +27.8% | -56.5% | -28.4% |
| 3M | -16.4% | +3.0% | -19.5% | -16.2% |
| 6M | -1.8% | +17.5% | -19.3% | -1.7% |
| YTD | +157.1% | +10.0% | +147.1% | +158.4% |
| 1Y | +208.5% | +3.3% | +205.2% | +211.1% |
| 3Y | +906.2% | -10.1% | +916.3% | +909.8% |
| 5Y | +893.4% | -23.7% | +917.1% | +903.3% |
| 10Y | +4,271.9% | +24.9% | +4,247.0% | +3,335.5% |
| All | +4,271.9% | +26.7% | +4,245.1% | +3,335.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 10y: compounded portfolio wealth divided by compounded CLX 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…
10y analysis · Full analysis span regression · 6 months rolling