+136.5%
CSX vs MRNA
+516.4%
-379.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.2% |
| 7D | -0.6% | -10.1% | +9.5% | -0.4% |
| 30D | -3.2% | +126.7% | -130.0% | -6.5% |
| 3M | +2.6% | +184.1% | -181.5% | -1.9% |
| 6M | +19.8% | +143.3% | -123.5% | +15.0% |
| YTD | +34.7% | +359.9% | -325.2% | +26.1% |
| 1Y | +52.1% | +454.2% | -402.0% | +41.4% |
| 3Y | +68.4% | +26.0% | +42.4% | +61.0% |
| 5Y | +65.1% | -70.3% | +135.4% | +57.6% |
| All | +136.5% | +516.4% | -379.9% | +120.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling