+1,173.1%
MRVL vs XLE
+181.7%
+991.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.0% | -5.7% | -5.1% |
| 7D | +11.0% | +5.4% | +5.6% | +8.4% |
| 30D | -36.1% | -3.9% | -32.1% | -34.7% |
| 3M | -29.4% | +7.0% | -36.4% | -31.6% |
| 6M | -11.9% | +14.2% | -26.1% | -17.8% |
| YTD | +84.8% | +48.2% | +36.6% | +50.4% |
| 1Y | +79.4% | +47.7% | +31.7% | +46.3% |
| 3Y | +195.7% | +70.0% | +125.7% | +125.8% |
| 5Y | +117.2% | +169.1% | -52.0% | +33.9% |
| All | +1,173.1% | +181.7% | +991.4% | +672.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling