-40.3%
CDE vs MUB
+74.1%
-114.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.4% |
| 7D | -6.1% | -1.2% | -4.8% | -4.9% |
| 30D | +9.5% | -2.8% | +12.2% | +12.5% |
| 3M | +32.0% | -3.1% | +35.0% | +36.2% |
| 6M | -12.8% | -2.9% | -9.9% | -9.9% |
| YTD | +14.2% | -2.0% | +16.2% | +17.1% |
| 1Y | +36.3% | 0.0% | +36.3% | +37.3% |
| 3Y | +821.4% | +7.4% | +814.0% | +774.6% |
| 5Y | +194.3% | +0.8% | +193.5% | +192.2% |
| 10Y | +53.2% | +16.7% | +36.5% | +50.1% |
| All | -40.3% | +74.1% | -114.4% | -15.6% |
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