+1,077.1%
MRVL vs CSGP
+63.3%
+1,013.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.7% | +10.4% | +7.4% |
| 7D | -28.1% | +1.3% | -29.4% | -28.8% |
| 30D | -50.4% | +10.7% | -61.1% | -53.8% |
| 3M | -32.9% | +3.3% | -36.2% | -36.6% |
| 6M | -17.9% | -10.3% | -7.6% | -20.7% |
| YTD | +66.4% | -54.6% | +121.0% | +122.3% |
| 1Y | +51.5% | -54.6% | +106.2% | +101.9% |
| 3Y | +177.9% | -60.3% | +238.2% | +284.1% |
| 5Y | +100.0% | -63.3% | +163.3% | +182.7% |
| All | +1,077.1% | +63.3% | +1,013.8% | +766.6% |
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