+95.2%
CNC vs MUB
+17.2%
+78.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.2% |
| 7D | -0.9% | -0.8% | -0.1% | -0.2% |
| 30D | -1.0% | -2.4% | +1.4% | +1.1% |
| 3M | +4.5% | -2.8% | +7.4% | +7.2% |
| 6M | +85.2% | -2.2% | +87.5% | +88.9% |
| YTD | +61.4% | -1.6% | +63.0% | +63.7% |
| 1Y | +94.9% | 0.0% | +94.8% | +94.8% |
| 3Y | 0.0% | +7.9% | -7.9% | -6.9% |
| 5Y | +11.2% | +1.2% | +10.0% | +11.0% |
| All | +95.2% | +17.2% | +78.0% | +131.3% |
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