+639.7%
CEG vs MUB
+3.3%
+636.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +6.7% | -0.3% | +7.0% | +6.9% |
| 30D | +11.0% | -1.5% | +12.5% | +12.2% |
| 3M | +19.5% | -1.9% | +21.4% | +21.2% |
| 6M | -5.9% | -1.7% | -4.1% | -4.6% |
| YTD | -15.0% | -0.8% | -14.2% | -14.2% |
| 1Y | +0.6% | +1.5% | -0.9% | +0.4% |
| 3Y | +180.6% | +8.8% | +171.8% | +161.4% |
| All | +639.7% | +3.3% | +636.4% | +697.6% |
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 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