+271.9%
MRVL vs XLE
+217.6%
+54.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +7.4% |
| 7D | +3.2% | +2.2% | +1.0% | +2.1% |
| 30D | +5.9% | +11.8% | -5.8% | +0.2% |
| 3M | -29.3% | +9.8% | -39.2% | -32.9% |
| 6M | +186.5% | +15.6% | +170.9% | +161.9% |
| YTD | +163.4% | +45.3% | +118.2% | +111.1% |
| 1Y | +249.5% | +48.3% | +201.2% | +176.6% |
| 3Y | +289.4% | +55.4% | +233.9% | +198.4% |
| All | +271.9% | +217.6% | +54.3% | +137.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling