+1,362.4%
MU vs CPB
-40.0%
+1,402.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.4% | +9.5% | +4.7% |
| 7D | +9.0% | -8.6% | +17.6% | +5.1% |
| 30D | +13.8% | -7.2% | +21.1% | +10.6% |
| 3M | +2.1% | +0.9% | +1.2% | +4.2% |
| 6M | +153.8% | -11.8% | +165.6% | +151.9% |
| YTD | +256.4% | -19.4% | +275.8% | +248.2% |
| 1Y | +719.8% | -30.4% | +750.1% | +679.4% |
| All | +1,362.4% | -40.0% | +1,402.4% | +1,218.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling