+45.3%
XOP vs MRNA
+945.0%
-899.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +13.1% | -19.5% | -6.3% |
| 7D | -10.5% | +20.6% | -31.2% | -10.4% |
| 30D | -4.3% | +27.1% | -31.5% | -4.2% |
| 3M | +4.7% | +353.4% | -348.7% | +5.1% |
| 6M | -0.1% | +446.3% | -446.3% | -0.3% |
| YTD | +43.8% | +776.2% | -732.3% | +36.4% |
| 1Y | +45.3% | +987.9% | -942.6% | +31.0% |
| All | +45.3% | +945.0% | -899.7% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling