+153.7%
CSX vs MRNA
+1,030.4%
-876.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.6% |
| 7D | -0.3% | -3.8% | +3.5% | -0.2% |
| 30D | +8.7% | +16.4% | -7.7% | +8.3% |
| 3M | +4.2% | +310.6% | -306.4% | -0.7% |
| 6M | +16.7% | +370.3% | -353.6% | +10.4% |
| YTD | +44.5% | +743.3% | -698.8% | +33.5% |
| 1Y | +50.3% | +841.7% | -791.4% | +38.2% |
| 3Y | +76.3% | +255.0% | -178.7% | +65.0% |
| 5Y | +58.1% | +10.1% | +48.0% | +49.4% |
| All | +153.7% | +1,030.4% | -876.7% | +133.6% |
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 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