+231.7%
CTVA vs MUB
+11.5%
+220.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +4.9% | -0.9% | +5.8% | +5.6% |
| 30D | +11.9% | -1.4% | +13.3% | +13.1% |
| 3M | +13.7% | -2.2% | +15.8% | +15.5% |
| 6M | +13.1% | -1.9% | +15.0% | +14.7% |
| YTD | +32.0% | -0.8% | +32.7% | +32.7% |
| 1Y | +22.1% | +2.7% | +19.3% | +19.4% |
| 3Y | +77.5% | +8.6% | +68.9% | +65.9% |
| 5Y | +106.3% | +2.0% | +104.2% | +103.8% |
| All | +231.7% | +11.5% | +220.2% | +322.0% |
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