+351.8%
CCJ vs MUB
+2.2%
+349.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +5.9% | -0.3% | +6.2% | +6.2% |
| 30D | +4.7% | -1.5% | +6.2% | +6.3% |
| 3M | -3.3% | -1.9% | -1.4% | -1.4% |
| 6M | -7.0% | -1.7% | -5.3% | -5.4% |
| YTD | +11.5% | -0.8% | +12.2% | +12.8% |
| 1Y | +32.3% | +1.5% | +30.8% | +32.0% |
| 3Y | +176.8% | +8.8% | +168.1% | +164.2% |
| 5Y | +351.8% | +2.0% | +349.8% | +266.3% |
| All | +351.8% | +2.2% | +349.6% | +266.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling