+239.0%
MRVL vs XOP
+54.9%
+184.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.4% |
| 7D | +8.7% | +1.6% | +7.0% | +8.8% |
| 30D | +6.9% | +9.6% | -2.7% | +7.4% |
| 3M | -10.1% | +16.9% | -27.1% | -8.6% |
| 6M | +143.4% | +24.0% | +119.4% | +136.6% |
| YTD | +167.5% | +56.2% | +111.3% | +130.2% |
| 1Y | +239.0% | +51.8% | +187.2% | +203.0% |
| All | +239.0% | +54.9% | +184.0% | +203.0% |
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 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