+365.6%
MUU vs CCJ
-22.9%
+388.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.8% | -3.1% |
| 7D | +24.7% | -0.8% | +25.5% | +27.3% |
| 30D | -35.1% | -13.2% | -22.0% | -16.2% |
| 3M | -44.3% | -27.6% | -16.6% | -10.2% |
| 6M | -44.4% | -38.7% | -5.7% | +16.9% |
| YTD | +244.9% | -22.7% | +267.6% | +390.8% |
| 1Y | +365.6% | -17.6% | +383.2% | +516.4% |
| All | +365.6% | -22.9% | +388.5% | +516.4% |
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