+1,174.9%
MRVL vs XLE
+712.0%
+462.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.5% | +9.0% | +9.2% |
| 7D | -9.8% | -7.9% | -1.9% | -5.4% |
| 30D | -43.8% | -4.8% | -39.0% | -42.2% |
| 3M | -29.3% | +8.4% | -37.7% | -32.6% |
| 6M | -9.1% | +12.7% | -21.8% | -15.9% |
| YTD | +82.2% | +41.3% | +40.9% | +47.0% |
| 1Y | +70.3% | +42.3% | +28.0% | +36.8% |
| 3Y | +197.0% | +65.1% | +131.9% | +119.8% |
| 5Y | +115.8% | +150.2% | -34.4% | +23.8% |
| 10Y | +1,204.0% | +163.9% | +1,040.1% | +557.1% |
| All | +1,174.9% | +712.0% | +462.9% | +202.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling