+1,832.5%
MRVL vs XLP
+102.6%
+1,730.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.3% |
| 7D | +7.1% | -1.4% | +8.6% | +8.1% |
| 30D | +3.1% | -1.3% | +4.4% | +3.6% |
| 3M | -21.9% | +1.8% | -23.8% | -24.9% |
| 6M | +151.8% | -0.8% | +152.7% | +146.3% |
| YTD | +165.6% | +9.5% | +156.1% | +138.1% |
| 1Y | +242.3% | +7.2% | +235.1% | +210.4% |
| 3Y | +308.2% | +27.1% | +281.0% | +202.9% |
| 5Y | +280.4% | +32.0% | +248.3% | +176.8% |
| 10Y | +1,832.5% | +102.9% | +1,729.6% | +900.4% |
| All | +1,832.5% | +102.6% | +1,730.0% | +900.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XLP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling