+57.5%
CVE vs MUB
+0.4%
+57.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | -0.7% |
| 7D | -10.0% | +0.6% | -10.6% | -8.6% |
| 30D | -11.9% | +3.4% | -15.3% | -4.9% |
| 3M | -5.9% | -0.7% | -5.3% | -12.5% |
| 6M | -1.6% | -1.0% | -0.6% | -8.5% |
| YTD | +66.3% | 0.0% | +66.3% | +53.1% |
| 1Y | +57.5% | +0.4% | +57.1% | +44.7% |
| All | +57.5% | +0.4% | +57.1% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling