+159.1%
CVX vs MRNA
+554.4%
-395.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.4% | -4.8% | +0.6% |
| 7D | +2.6% | -1.1% | +3.7% | +2.6% |
| 30D | +9.8% | +126.1% | -116.3% | +9.0% |
| 3M | +16.2% | +190.0% | -173.8% | +15.0% |
| 6M | +13.6% | +157.2% | -143.6% | +12.6% |
| YTD | +44.4% | +388.2% | -343.8% | +41.7% |
| 1Y | +40.6% | +467.0% | -426.4% | +37.5% |
| 3Y | +48.2% | +36.1% | +12.1% | +46.3% |
| 5Y | +172.3% | -68.0% | +240.2% | +166.5% |
| All | +159.1% | +554.4% | -395.3% | +154.5% |
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