+295.2%
MUU vs CVE
+56.7%
+238.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.6% |
| 7D | -32.5% | -10.0% | -22.5% | -31.8% |
| 30D | -55.2% | -11.9% | -43.4% | -54.6% |
| 3M | -40.7% | -5.9% | -34.8% | -39.5% |
| 6M | -43.9% | -1.6% | -42.4% | -42.3% |
| YTD | +203.2% | +66.3% | +136.9% | +212.1% |
| All | +295.2% | +56.7% | +238.5% | +300.3% |
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