+61.1%
CNP vs MUB
+11.9%
+49.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | -4.2% | +0.7% | -4.9% | -4.9% |
| 30D | +5.5% | +4.4% | +1.2% | +0.7% |
| 3M | +0.6% | -0.2% | +0.7% | +0.9% |
| 6M | -2.8% | -0.6% | -2.2% | -2.0% |
| YTD | +7.9% | +0.3% | +7.5% | +7.6% |
| 1Y | +6.7% | +0.8% | +5.9% | +5.9% |
| 3Y | +61.1% | +12.0% | +49.1% | +42.7% |
| All | +61.1% | +11.9% | +49.3% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling