+308.2%
MRVL vs CCJ
+174.2%
+133.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.2% |
| 7D | +7.1% | +5.9% | +1.2% | +3.9% |
| 30D | +3.1% | +4.7% | -1.6% | +0.6% |
| 3M | -21.9% | -3.3% | -18.7% | -20.3% |
| 6M | +151.8% | -7.0% | +158.9% | +163.4% |
| YTD | +165.6% | +11.5% | +154.2% | +151.8% |
| 1Y | +242.3% | +32.3% | +210.0% | +186.9% |
| 3Y | +308.2% | +176.8% | +131.3% | +136.2% |
| All | +308.2% | +174.2% | +133.9% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 3y: compounded portfolio wealth divided by compounded CCJ 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…
3y analysis · Full analysis span regression · 6 months rolling