+1,397.6%
MUU vs CCL
+57.8%
+1,339.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.2% | +24.4% | +24.3% |
| 7D | -2.5% | -1.5% | -1.0% | +1.2% |
| 30D | -39.7% | +16.5% | -56.2% | -47.1% |
| 3M | -27.4% | +11.2% | -38.6% | -34.7% |
| 6M | -38.4% | +22.6% | -61.0% | -49.5% |
| YTD | +276.4% | +2.6% | +273.9% | +253.2% |
| 1Y | +390.7% | +17.0% | +373.8% | +295.6% |
| All | +1,397.6% | +57.8% | +1,339.9% | +697.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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