+47.0%
CVX vs MRNA
+945.0%
-898.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +13.1% | -16.8% | -3.6% |
| 7D | -5.3% | +20.6% | -26.0% | -5.2% |
| 30D | +5.1% | +27.1% | -22.1% | +5.3% |
| 3M | +14.9% | +353.4% | -338.4% | +17.7% |
| 6M | +14.9% | +446.3% | -431.4% | +19.6% |
| YTD | +46.3% | +776.2% | -729.8% | +53.0% |
| 1Y | +47.0% | +987.9% | -940.9% | +54.0% |
| All | +47.0% | +945.0% | -898.0% | +54.0% |
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