+504.3%
MUU vs CVE
+73.4%
+431.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.6% | -6.4% | -13.7% |
| 7D | -35.9% | -12.1% | -23.8% | -35.7% |
| 30D | -47.1% | -9.8% | -37.3% | -46.7% |
| 3M | -29.8% | -0.7% | -29.1% | -28.6% |
| 6M | +16.0% | -4.3% | +20.3% | +18.7% |
| YTD | +286.1% | +70.6% | +215.5% | +308.6% |
| 1Y | +504.3% | +73.2% | +431.2% | +531.2% |
| All | +504.3% | +73.4% | +431.0% | +531.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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