+1,204.0%
MRVL vs CSGP
+72.5%
+1,131.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.3% | +7.2% | +8.7% |
| 7D | -9.8% | -1.8% | -8.0% | -9.3% |
| 30D | -43.8% | +5.3% | -49.1% | -46.4% |
| 3M | -29.3% | +3.3% | -32.6% | -33.1% |
| 6M | -9.1% | -4.7% | -4.4% | -14.1% |
| YTD | +82.2% | -53.5% | +135.8% | +141.7% |
| 1Y | +70.3% | -53.7% | +124.1% | +125.6% |
| 3Y | +197.0% | -59.7% | +256.8% | +309.4% |
| 5Y | +115.8% | -62.5% | +178.2% | +202.8% |
| 10Y | +1,204.0% | +67.3% | +1,136.8% | +854.5% |
| All | +1,204.0% | +72.5% | +1,131.5% | +854.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling