+674.0%
MRNA vs COPX
+442.8%
+231.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -1.1% | -2.3% | +1.3% | -0.6% |
| 30D | +126.1% | +0.3% | +125.9% | +126.0% |
| 3M | +190.0% | +6.8% | +183.2% | +184.0% |
| 6M | +157.2% | +7.9% | +149.3% | +150.3% |
| YTD | +388.2% | +23.7% | +364.5% | +359.2% |
| 1Y | +467.0% | +71.5% | +395.5% | +394.3% |
| 3Y | +36.1% | +149.1% | -113.0% | +8.3% |
| 5Y | -68.0% | +167.3% | -235.3% | -74.9% |
| All | +674.0% | +442.8% | +231.3% | +515.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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