+2,981.5%
MUU vs CCJ
+31.2%
+2,950.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.5% |
| 7D | +17.4% | +0.7% | +16.6% | +16.4% |
| 30D | +24.0% | +6.9% | +17.1% | +14.3% |
| 3M | -23.9% | -11.6% | -12.2% | -12.8% |
| 6M | +284.4% | -16.2% | +300.6% | +354.3% |
| YTD | +583.7% | +10.1% | +573.6% | +633.9% |
| 1Y | +2,981.5% | +32.3% | +2,949.2% | +3,368.6% |
| All | +2,981.5% | +31.2% | +2,950.3% | +3,368.6% |
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