+1,272.2%
MUU vs CCJ
+41.5%
+1,230.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.8% | -3.6% |
| 7D | +24.7% | -0.8% | +25.5% | +26.8% |
| 30D | -35.1% | -13.2% | -22.0% | -21.0% |
| 3M | -44.3% | -27.6% | -16.6% | -19.4% |
| 6M | -44.4% | -38.7% | -5.7% | +0.4% |
| YTD | +244.9% | -22.7% | +267.6% | +418.7% |
| 1Y | +365.6% | -17.6% | +383.2% | +570.5% |
| All | +1,272.2% | +41.5% | +1,230.7% | +782.1% |
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