+82.7%
MRVL vs XLE
+50.1%
+32.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.7% | -2.3% | -8.1% |
| 7D | -36.5% | -7.2% | -29.3% | -37.5% |
| 30D | -41.1% | +0.1% | -41.2% | -40.3% |
| 3M | -26.9% | +9.2% | -36.1% | -23.6% |
| 6M | -2.3% | +8.4% | -10.7% | +3.3% |
| YTD | +88.4% | +44.9% | +43.5% | +74.9% |
| 1Y | +82.7% | +49.9% | +32.9% | +70.0% |
| All | +82.7% | +50.1% | +32.7% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 1y: compounded portfolio wealth divided by compounded XLE 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…
1y analysis · Full analysis span regression · 6 months rolling