+1,234.1%
CNC vs MUB
+76.3%
+1,157.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.5% |
| 7D | +3.5% | -0.9% | +4.4% | +3.9% |
| 30D | +0.1% | -1.4% | +1.5% | +0.7% |
| 3M | +6.9% | -2.2% | +9.1% | +7.9% |
| 6M | +49.0% | -1.9% | +50.9% | +50.2% |
| YTD | +62.9% | -0.8% | +63.7% | +63.5% |
| 1Y | +134.0% | +2.7% | +131.3% | +131.5% |
| 3Y | +9.4% | +8.6% | +0.8% | +5.8% |
| 5Y | +4.1% | +2.0% | +2.1% | +3.3% |
| 10Y | +95.4% | +17.9% | +77.5% | +86.4% |
| All | +1,234.1% | +76.3% | +1,157.8% | +1,088.4% |
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