+249.5%
MRVL vs XOP
+49.8%
+199.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.0% |
| 7D | +3.2% | +2.6% | +0.6% | +3.3% |
| 30D | +5.9% | +15.4% | -9.5% | +6.6% |
| 3M | -29.3% | +12.1% | -41.4% | -28.0% |
| 6M | +186.5% | +19.7% | +166.8% | +179.3% |
| YTD | +163.4% | +52.4% | +111.1% | +127.6% |
| 1Y | +249.5% | +47.6% | +201.9% | +213.1% |
| All | +249.5% | +49.8% | +199.7% | +213.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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