+21.3%
CCJ vs MUB
+0.2%
+21.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -2.5% |
| 7D | -4.0% | -0.8% | -3.2% | -0.6% |
| 30D | -2.4% | -2.4% | 0.0% | +8.0% |
| 3M | -2.3% | -2.8% | +0.5% | +10.5% |
| 6M | -16.2% | -2.2% | -14.0% | -7.5% |
| YTD | +5.7% | -1.6% | +7.3% | +17.0% |
| 1Y | +21.3% | 0.0% | +21.2% | +29.0% |
| All | +21.3% | +0.2% | +21.0% | +29.0% |
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 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