+29.5%
CL vs MRNA
+755.5%
-726.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.3% | +1.8% |
| 7D | +3.2% | -12.1% | +15.3% | +3.1% |
| 30D | +8.0% | -1.3% | +9.3% | +8.0% |
| 3M | +7.9% | +250.9% | -243.1% | +9.2% |
| 6M | +14.7% | +343.0% | -328.3% | +17.2% |
| YTD | +29.2% | +657.4% | -628.3% | +31.4% |
| 1Y | +29.5% | +794.9% | -765.4% | +29.2% |
| All | +29.5% | +755.5% | -726.0% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling