+1,173.1%
MRVL vs XOP
+53.9%
+1,119.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.9% | -5.6% | -5.0% |
| 7D | +11.0% | +6.3% | +4.7% | +8.7% |
| 30D | -36.1% | -6.6% | -29.5% | -34.4% |
| 3M | -29.4% | +3.6% | -33.0% | -30.3% |
| 6M | -11.9% | +10.8% | -22.6% | -15.6% |
| YTD | +84.8% | +48.3% | +36.5% | +56.9% |
| 1Y | +79.4% | +42.9% | +36.5% | +54.5% |
| 3Y | +195.7% | +43.3% | +152.4% | +154.3% |
| 5Y | +117.2% | +94.0% | +23.2% | +69.5% |
| All | +1,173.1% | +53.9% | +1,119.3% | +888.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling