+328.7%
CCI vs MUB
+76.5%
+252.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.6% |
| 7D | +2.5% | -1.3% | +3.8% | +3.8% |
| 30D | +14.4% | +2.2% | +12.2% | +12.0% |
| 3M | +21.7% | -1.6% | +23.3% | +23.7% |
| 6M | +4.0% | -1.3% | +5.3% | +5.3% |
| YTD | +6.2% | -0.7% | +6.9% | +6.9% |
| 1Y | +5.4% | -0.2% | +5.6% | +5.7% |
| 3Y | +11.7% | +9.6% | +2.1% | +3.0% |
| 5Y | -35.6% | +2.6% | -38.2% | -37.4% |
| 10Y | +68.7% | +21.5% | +47.2% | +49.4% |
| All | +328.7% | +76.5% | +252.2% | +205.0% |
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