-0.8%
CCL vs MRNA
-67.9%
+67.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.4% | -4.1% | +0.9% |
| 7D | -3.2% | -1.1% | -2.1% | -3.2% |
| 30D | -17.8% | +126.1% | -143.9% | -27.1% |
| 3M | -18.7% | +190.0% | -208.7% | -32.0% |
| 6M | -11.4% | +157.2% | -168.6% | -24.5% |
| YTD | -24.3% | +388.2% | -412.5% | -43.7% |
| 1Y | -28.8% | +467.0% | -495.8% | -48.9% |
| 3Y | +49.3% | +36.1% | +13.2% | +29.9% |
| All | -0.8% | -67.9% | +67.0% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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