+753.7%
CCJ vs MUB
+21.8%
+731.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | -0.8% | -1.3% | +0.5% | +0.3% |
| 30D | -13.2% | +2.2% | -15.4% | -14.7% |
| 3M | -27.6% | -1.6% | -26.0% | -26.7% |
| 6M | -38.7% | -1.3% | -37.4% | -38.0% |
| YTD | -22.7% | -0.7% | -22.0% | -22.0% |
| 1Y | -17.6% | -0.2% | -17.4% | -17.1% |
| 3Y | +62.7% | +9.6% | +53.1% | +52.9% |
| 5Y | +159.7% | +2.6% | +157.2% | +155.3% |
| All | +753.7% | +21.8% | +731.8% | +804.9% |
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