+2,981.5%
MUU vs CVE
+99.6%
+2,881.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +11.6% |
| 7D | +17.4% | +2.5% | +14.9% | +17.4% |
| 30D | +24.0% | +16.7% | +7.2% | +24.4% |
| 3M | -23.9% | +9.3% | -33.2% | -22.8% |
| 6M | +284.4% | +43.6% | +240.8% | +272.5% |
| YTD | +583.7% | +93.6% | +490.1% | +560.4% |
| 1Y | +2,981.5% | +98.8% | +2,882.7% | +3,088.9% |
| All | +2,981.5% | +99.6% | +2,881.9% | +3,088.9% |
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