-68.0%
MARA vs XOP
+156.4%
-224.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.3% |
| 7D | -1.5% | +1.6% | -3.1% | -2.7% |
| 30D | +18.1% | +9.6% | +8.5% | +9.1% |
| 3M | -9.4% | +16.9% | -26.4% | -22.4% |
| 6M | +33.4% | +24.0% | +9.3% | +4.4% |
| YTD | +27.3% | +56.2% | -28.9% | -19.3% |
| 1Y | -27.9% | +51.8% | -79.7% | -53.4% |
| 3Y | +4.8% | +37.0% | -32.2% | -26.3% |
| 5Y | -68.0% | +163.4% | -231.4% | -87.0% |
| All | -68.0% | +156.4% | -224.4% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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