+157.5%
CVX vs MRNA
+521.0%
-363.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.5% |
| 7D | +0.7% | -8.2% | +8.9% | +0.7% |
| 30D | +9.1% | +125.6% | -116.4% | +8.3% |
| 3M | +13.1% | +197.1% | -184.0% | +11.9% |
| 6M | +16.3% | +148.5% | -132.2% | +15.2% |
| YTD | +43.5% | +363.3% | -319.8% | +40.8% |
| 1Y | +40.2% | +462.0% | -421.8% | +37.1% |
| 3Y | +44.2% | +26.9% | +17.3% | +42.5% |
| 5Y | +170.6% | -69.6% | +240.2% | +165.0% |
| All | +157.5% | +521.0% | -363.5% | +153.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling