+106,206.6%
MU vs CPB
+325.7%
+105,880.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.4% | +9.5% | +6.8% |
| 7D | +9.0% | -8.6% | +17.6% | +10.8% |
| 30D | +13.8% | -7.2% | +21.1% | +15.3% |
| 3M | +2.1% | +0.9% | +1.2% | +0.6% |
| 6M | +153.8% | -11.8% | +165.6% | +156.1% |
| YTD | +256.4% | -19.4% | +275.8% | +265.3% |
| 1Y | +719.8% | -30.4% | +750.1% | +766.5% |
| 3Y | +1,360.4% | -40.2% | +1,400.5% | +1,457.3% |
| 5Y | +1,312.4% | -39.5% | +1,351.9% | +1,373.0% |
| 10Y | +6,142.6% | -47.4% | +6,190.0% | +6,328.1% |
| All | +106,206.6% | +325.7% | +105,880.9% | +35,125.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling