+19.6%
CCI vs MUB
+16.7%
+2.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -0.5% |
| 7D | -4.4% | -1.2% | -3.2% | -2.3% |
| 30D | +0.3% | -2.8% | +3.1% | +5.2% |
| 3M | -20.0% | -3.1% | -16.9% | -15.7% |
| 6M | -14.5% | -2.9% | -11.7% | -10.2% |
| YTD | -14.9% | -2.0% | -12.8% | -11.9% |
| 1Y | -17.7% | 0.0% | -17.6% | -17.7% |
| 3Y | -12.4% | +7.4% | -19.8% | -21.7% |
| 5Y | -50.1% | +0.8% | -50.9% | -51.1% |
| All | +19.6% | +16.7% | +2.9% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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