+226.6%
RCL vs MRNA
-70.5%
+297.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.3% |
| 7D | -2.5% | -8.2% | +5.8% | -2.0% |
| 30D | -15.7% | +125.6% | -141.2% | -24.2% |
| 3M | -3.6% | +197.1% | -200.7% | -17.8% |
| 6M | -8.7% | +148.5% | -157.1% | -20.2% |
| YTD | -6.2% | +363.3% | -369.4% | -26.4% |
| 1Y | -22.9% | +462.0% | -484.8% | -41.7% |
| 3Y | +173.6% | +26.9% | +146.7% | +141.5% |
| 5Y | +226.6% | -69.6% | +296.2% | +158.1% |
| All | +226.6% | -70.5% | +297.1% | +158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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