-66.8%
MRNA vs CVE
+327.8%
-394.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.5% | -6.1% | -3.8% |
| 7D | -9.0% | +0.2% | -9.2% | -9.1% |
| 30D | +137.2% | +17.5% | +119.7% | +133.3% |
| 3M | +194.8% | +16.2% | +178.6% | +189.9% |
| 6M | +167.2% | +47.8% | +119.4% | +153.2% |
| YTD | +375.9% | +98.5% | +277.4% | +334.0% |
| 1Y | +465.2% | +109.8% | +355.4% | +411.6% |
| 3Y | +30.4% | +75.5% | -45.1% | +16.7% |
| 5Y | -66.8% | +341.6% | -408.4% | -67.0% |
| All | -66.8% | +327.8% | -394.6% | -67.0% |
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