+2,683.6%
MUU vs CLX
-39.2%
+2,722.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +3.9% |
| 7D | +15.0% | -4.9% | +20.0% | +11.0% |
| 30D | +36.8% | -15.8% | +52.6% | +21.2% |
| 3M | -8.5% | -7.9% | -0.6% | -9.9% |
| 6M | +320.7% | -19.0% | +339.8% | +303.7% |
| YTD | +599.7% | -7.9% | +607.6% | +647.4% |
| 1Y | +2,569.2% | -25.4% | +2,594.5% | +2,535.5% |
| All | +2,683.6% | -39.2% | +2,722.7% | +2,295.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling