-56.2%
CCL vs MRNA
+537.9%
-594.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -1.2% |
| 7D | -0.1% | -9.0% | +8.9% | +0.2% |
| 30D | -20.0% | +137.2% | -157.1% | -25.4% |
| 3M | -13.7% | +194.8% | -208.5% | -21.2% |
| 6M | -9.0% | +167.2% | -176.2% | -16.4% |
| YTD | -22.8% | +375.9% | -398.7% | -32.3% |
| 1Y | -25.3% | +465.2% | -490.5% | -35.4% |
| 3Y | +54.1% | +30.4% | +23.7% | +41.0% |
| 5Y | +3.5% | -66.8% | +70.3% | -9.3% |
| All | -56.2% | +537.9% | -594.1% | -54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling