+1,758.4%
MRVL vs CDE
-12.9%
+1,771.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.6% | +1.2% |
| 7D | +7.1% | +2.3% | +4.9% | +6.8% |
| 30D | +3.1% | +18.8% | -15.7% | +1.0% |
| 3M | -21.9% | +23.5% | -45.4% | -23.9% |
| 6M | +151.8% | -8.6% | +160.5% | +154.0% |
| YTD | +165.6% | +16.0% | +149.6% | +159.2% |
| 1Y | +242.3% | +42.1% | +200.2% | +224.3% |
| 3Y | +308.2% | +835.9% | -527.7% | +205.7% |
| 5Y | +280.4% | +197.6% | +82.8% | +209.5% |
| 10Y | +1,832.5% | +39.6% | +1,793.0% | +1,431.2% |
| All | +1,758.4% | -12.9% | +1,771.3% | +1,301.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 all: compounded portfolio wealth divided by compounded CDE 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…
all analysis · Full analysis span regression · 6 months rolling