+2,538.2%
MUU vs CPRT
-41.2%
+2,579.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.3% | +0.3% | -3.2% |
| 7D | +13.9% | +0.4% | +13.5% | +14.0% |
| 30D | +24.8% | +9.9% | +14.9% | +26.2% |
| 3M | -15.7% | +5.6% | -21.4% | -13.9% |
| 6M | +338.9% | -13.6% | +352.5% | +393.8% |
| YTD | +563.2% | -16.7% | +579.9% | +641.9% |
| 1Y | +2,577.5% | -33.1% | +2,610.6% | +3,758.9% |
| All | +2,538.2% | -41.2% | +2,579.4% | +4,551.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CPRT 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling