+321.8%
CCI vs MUB
+77.6%
+244.1%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | +3.2% | +0.6% | +2.6% | +2.6% |
| 30D | +12.2% | +3.4% | +8.8% | +8.5% |
| 3M | +23.1% | -0.7% | +23.8% | +24.1% |
| 6M | +1.3% | -1.0% | +2.2% | +2.2% |
| YTD | +4.5% | 0.0% | +4.5% | +4.5% |
| 1Y | +2.3% | +0.4% | +1.9% | +2.0% |
| 3Y | +9.8% | +10.5% | -0.7% | +0.5% |
| 5Y | -36.5% | +3.1% | -39.6% | -38.6% |
| 10Y | +64.7% | +22.0% | +42.6% | +45.0% |
| All | +321.8% | +77.6% | +244.1% | +198.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling