+308.2%
MRVL vs XOP
+36.7%
+271.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.8% | +0.1% |
| 7D | +7.1% | +0.6% | +6.5% | +6.8% |
| 30D | +3.1% | +16.5% | -13.5% | -4.4% |
| 3M | -21.9% | +15.7% | -37.7% | -27.9% |
| 6M | +151.8% | +19.2% | +132.6% | +123.4% |
| YTD | +165.6% | +55.0% | +110.7% | +95.3% |
| 1Y | +242.3% | +54.2% | +188.1% | +151.7% |
| 3Y | +308.2% | +35.9% | +272.3% | +195.5% |
| All | +308.2% | +36.7% | +271.5% | +195.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling