+2,683.6%
MUU vs CCJ
+100.9%
+2,582.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +7.1% |
| 7D | +15.0% | +4.2% | +10.8% | +9.9% |
| 30D | +36.8% | +3.2% | +33.6% | +30.7% |
| 3M | -8.5% | -1.8% | -6.7% | -4.9% |
| 6M | +320.7% | -13.5% | +334.3% | +398.7% |
| YTD | +599.7% | +9.7% | +589.9% | +599.3% |
| 1Y | +2,569.2% | +30.0% | +2,539.2% | +2,058.6% |
| All | +2,683.6% | +100.9% | +2,582.7% | +1,089.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling