+242.3%
MRVL vs XLE
+52.4%
+189.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +1.1% |
| 7D | +7.1% | 0.0% | +7.1% | +7.2% |
| 30D | +3.1% | +12.6% | -9.6% | +5.6% |
| 3M | -21.9% | +11.8% | -33.8% | -18.8% |
| 6M | +151.8% | +16.1% | +135.8% | +153.5% |
| YTD | +165.6% | +46.9% | +118.8% | +135.3% |
| 1Y | +242.3% | +53.3% | +189.0% | +198.0% |
| All | +242.3% | +52.4% | +189.9% | +198.0% |
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