+504.3%
MUU vs CCJ
-26.2%
+530.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.2% | -12.8% | -12.3% |
| 7D | -35.9% | -14.5% | -21.4% | -19.9% |
| 30D | -47.1% | -18.1% | -29.1% | -30.4% |
| 3M | -29.8% | -23.0% | -6.9% | -1.9% |
| 6M | +16.0% | -39.4% | +55.4% | +131.9% |
| YTD | +286.1% | -21.7% | +307.7% | +450.7% |
| 1Y | +504.3% | -25.9% | +530.2% | +812.5% |
| All | +504.3% | -26.2% | +530.5% | +812.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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