+306.7%
MRVL vs XOM
+56.9%
+249.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.4% |
| 7D | +8.7% | +1.9% | +6.8% | +8.8% |
| 30D | +6.9% | +4.1% | +2.8% | +7.2% |
| 3M | -10.1% | +10.4% | -20.5% | -9.1% |
| 6M | +143.4% | +13.0% | +130.4% | +142.1% |
| YTD | +167.5% | +40.1% | +127.4% | +155.5% |
| 1Y | +239.0% | +51.1% | +187.8% | +219.0% |
| All | +306.7% | +56.9% | +249.8% | +274.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 3y: compounded portfolio wealth divided by compounded XOM 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…
3y analysis · Full analysis span regression · 6 months rolling