+285.6%
MRVL vs OKE
+138.0%
+147.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.5% |
| 7D | +5.6% | +1.2% | +4.4% | +4.9% |
| 30D | +8.8% | +4.5% | +4.3% | +5.8% |
| 3M | -15.9% | +9.6% | -25.5% | -21.7% |
| 6M | +161.3% | +15.4% | +145.9% | +131.5% |
| YTD | +178.2% | +36.5% | +141.8% | +117.7% |
| 1Y | +255.3% | +39.0% | +216.3% | +173.7% |
| 3Y | +323.1% | +74.3% | +248.8% | +178.1% |
| All | +285.6% | +138.0% | +147.6% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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