+3.9%
MRNA vs CVE
+142.8%
-138.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +5.3% |
| 7D | +14.6% | -16.1% | +30.8% | +16.1% |
| 30D | +29.4% | -10.4% | +39.8% | +30.3% |
| 3M | +371.9% | -2.4% | +374.3% | +369.6% |
| 6M | +421.0% | -4.4% | +425.4% | +418.4% |
| YTD | +762.0% | +64.9% | +697.0% | +690.3% |
| 1Y | +944.8% | +66.0% | +878.7% | +857.2% |
| 3Y | +252.7% | +57.7% | +195.0% | +216.9% |
| All | +3.9% | +142.8% | -138.9% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling