-69.0%
CPNG vs MUB
+3.5%
-72.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.5% |
| 7D | -7.4% | -0.9% | -6.6% | -5.5% |
| 30D | -4.4% | -1.4% | -3.0% | -1.1% |
| 3M | -7.5% | -2.2% | -5.3% | -2.4% |
| 6M | -19.9% | -1.9% | -18.1% | -16.0% |
| YTD | -35.2% | -0.8% | -34.4% | -33.8% |
| 1Y | -46.8% | +2.7% | -49.5% | -49.7% |
| 3Y | -20.2% | +8.6% | -28.7% | -34.7% |
| 5Y | -48.4% | +2.0% | -50.5% | -55.4% |
| All | -69.0% | +3.5% | -72.5% | -75.7% |
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 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