+36.1%
MRNA vs CCJ
+162.5%
-126.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.1% | +5.6% |
| 7D | -1.1% | -4.0% | +2.9% | -0.1% |
| 30D | +126.1% | -2.4% | +128.5% | +128.4% |
| 3M | +190.0% | -2.3% | +192.3% | +192.4% |
| 6M | +157.2% | -16.2% | +173.4% | +164.7% |
| YTD | +388.2% | +5.7% | +382.5% | +389.8% |
| 1Y | +467.0% | +21.3% | +445.8% | +455.1% |
| 3Y | +36.1% | +159.4% | -123.3% | +21.0% |
| All | +36.1% | +162.5% | -126.5% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 3y: compounded portfolio wealth divided by compounded CCJ 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…
3y analysis · Full analysis span regression · 6 months rolling