+20.4%
CLF vs MRNA
+755.5%
-735.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -3.2% |
| 7D | +10.4% | -12.1% | +22.5% | +10.2% |
| 30D | +0.6% | -1.3% | +1.9% | +0.6% |
| 3M | +4.1% | +250.9% | -246.8% | +9.2% |
| 6M | +15.1% | +343.0% | -327.9% | +17.2% |
| YTD | -4.7% | +657.4% | -662.2% | -9.8% |
| 1Y | +20.4% | +794.9% | -774.6% | +9.9% |
| All | +20.4% | +755.5% | -735.1% | +9.9% |
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