+44.1%
CSGP vs MUB
+17.9%
+26.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.5% |
| 7D | -4.1% | -0.9% | -3.2% | -3.1% |
| 30D | +2.3% | -1.4% | +3.7% | +4.1% |
| 3M | -8.2% | -2.2% | -6.0% | -5.8% |
| 6M | -35.1% | -1.9% | -33.2% | -33.6% |
| YTD | -54.0% | -0.8% | -53.3% | -53.6% |
| 1Y | -65.3% | +2.7% | -68.0% | -66.4% |
| 3Y | -62.6% | +8.6% | -71.1% | -66.0% |
| 5Y | -64.8% | +2.0% | -66.9% | -66.0% |
| All | +44.1% | +17.9% | +26.2% | +50.5% |
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