+34.3%
MRNA vs CVE
+71.6%
-37.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.0% |
| 7D | +5.5% | +2.5% | +3.0% | +5.0% |
| 30D | +158.7% | +16.7% | +142.0% | +150.1% |
| 3M | +182.1% | +9.3% | +172.9% | +176.8% |
| 6M | +151.8% | +43.6% | +108.2% | +123.9% |
| YTD | +393.6% | +93.6% | +300.0% | +299.4% |
| 1Y | +499.5% | +98.8% | +400.7% | +379.0% |
| All | +34.3% | +71.6% | -37.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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