+1,397.6%
MUU vs CVE
+67.6%
+1,330.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +2.7% | +21.5% | +22.0% |
| 7D | -2.5% | +0.1% | -2.6% | -1.2% |
| 30D | -39.7% | -10.8% | -28.9% | -33.2% |
| 3M | -27.4% | -4.3% | -23.1% | -25.0% |
| 6M | -38.4% | -1.5% | -37.0% | -39.9% |
| YTD | +276.4% | +70.7% | +205.7% | +90.5% |
| 1Y | +390.7% | +58.1% | +332.6% | +168.9% |
| All | +1,397.6% | +67.6% | +1,330.0% | +627.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling