+2,683.6%
MUU vs CCL
+16.1%
+2,667.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +7.5% |
| 7D | +15.0% | -4.4% | +19.4% | +19.8% |
| 30D | +36.8% | -18.2% | +55.0% | +64.0% |
| 3M | -8.5% | -17.7% | +9.2% | +9.0% |
| 6M | +320.7% | -13.0% | +333.7% | +360.6% |
| YTD | +599.7% | -24.5% | +624.2% | +774.3% |
| 1Y | +2,569.2% | -26.9% | +2,596.1% | +3,336.3% |
| All | +2,683.6% | +16.1% | +2,667.4% | +1,873.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling