+4,271.9%
MU vs CPB
-39.9%
+4,311.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.4% | +6.1% |
| 7D | -12.0% | +3.3% | -15.3% | -11.6% |
| 30D | -28.7% | +19.0% | -47.7% | -27.0% |
| 3M | -16.4% | +0.4% | -16.9% | -15.8% |
| 6M | -1.8% | +13.0% | -14.8% | +0.4% |
| YTD | +157.1% | -12.7% | +169.8% | +160.6% |
| 1Y | +208.5% | -20.9% | +229.4% | +212.3% |
| 3Y | +906.2% | -35.4% | +941.5% | +910.1% |
| 5Y | +893.4% | -32.3% | +925.7% | +890.4% |
| 10Y | +4,271.9% | -40.5% | +4,312.4% | +4,162.6% |
| All | +4,271.9% | -39.9% | +4,311.8% | +4,162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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