+2,620.0%
MUU vs CSX
+48.8%
+2,571.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.4% |
| 7D | +17.4% | -3.4% | +20.8% | +23.3% |
| 30D | +24.0% | -3.1% | +27.0% | +30.1% |
| 3M | -23.9% | +7.2% | -31.1% | -31.5% |
| 6M | +284.4% | +16.2% | +268.3% | +209.0% |
| YTD | +583.7% | +37.5% | +546.2% | +326.1% |
| 1Y | +2,981.5% | +53.2% | +2,928.2% | +1,511.3% |
| All | +2,620.0% | +48.8% | +2,571.2% | +1,087.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling