+2,981.5%
MUU vs CSX
+55.3%
+2,926.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.6% |
| 7D | +17.4% | -3.4% | +20.8% | +22.2% |
| 30D | +24.0% | -3.1% | +27.0% | +28.9% |
| 3M | -23.9% | +7.2% | -31.1% | -29.7% |
| 6M | +284.4% | +16.2% | +268.3% | +225.7% |
| YTD | +583.7% | +37.5% | +546.2% | +415.3% |
| 1Y | +2,981.5% | +53.2% | +2,928.2% | +2,015.4% |
| All | +2,981.5% | +55.3% | +2,926.2% | +2,015.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 1y: compounded portfolio wealth divided by compounded CSX 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…
1y analysis · Full analysis span regression · 6 months rolling