+2,396.1%
MUU vs CCJ
+93.4%
+2,302.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.3% |
| 7D | -8.2% | -4.0% | -4.2% | -4.2% |
| 30D | +10.2% | -2.4% | +12.5% | +11.7% |
| 3M | -26.5% | -2.3% | -24.2% | -23.4% |
| 6M | +227.2% | -16.2% | +243.4% | +303.0% |
| YTD | +527.4% | +5.7% | +521.7% | +553.3% |
| 1Y | +1,843.7% | +21.3% | +1,822.4% | +1,591.7% |
| All | +2,396.1% | +93.4% | +2,302.7% | +1,011.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling