+1,954.1%
MRVL vs XLE
+175.5%
+1,778.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.4% | +3.9% |
| 7D | +13.8% | +0.3% | +13.5% | +13.6% |
| 30D | +12.7% | +8.5% | +4.2% | +8.4% |
| 3M | -11.9% | +14.6% | -26.5% | -18.1% |
| 6M | +153.8% | +17.6% | +136.3% | +131.7% |
| YTD | +177.0% | +48.1% | +128.9% | +125.6% |
| 1Y | +252.3% | +53.8% | +198.6% | +181.7% |
| 3Y | +325.5% | +56.2% | +269.3% | +236.8% |
| 5Y | +290.9% | +227.7% | +63.2% | +120.7% |
| 10Y | +1,954.1% | +181.3% | +1,772.8% | +1,122.4% |
| All | +1,954.1% | +175.5% | +1,778.6% | +1,122.4% |
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