+5,778.3%
MU vs CLX
-3.9%
+5,782.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.6% |
| 7D | +7.2% | -3.5% | +10.7% | +7.2% |
| 30D | +14.0% | -11.9% | +25.8% | +14.0% |
| 3M | +5.4% | -2.6% | +8.0% | +5.2% |
| 6M | +170.3% | -18.2% | +188.4% | +172.7% |
| YTD | +250.7% | -5.9% | +256.6% | +251.1% |
| 1Y | +662.1% | -23.8% | +685.9% | +674.0% |
| 3Y | +1,341.2% | -33.6% | +1,374.8% | +1,369.9% |
| 5Y | +1,319.3% | -35.7% | +1,355.0% | +1,332.1% |
| 10Y | +5,778.3% | -2.5% | +5,780.8% | +4,707.3% |
| All | +5,778.3% | -3.9% | +5,782.2% | +4,707.3% |
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