+278.0%
MRVL vs XOP
+156.4%
+121.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.5% |
| 7D | +8.7% | +1.6% | +7.0% | +7.8% |
| 30D | +6.9% | +9.6% | -2.7% | +2.2% |
| 3M | -10.1% | +16.9% | -27.1% | -17.7% |
| 6M | +143.4% | +24.0% | +119.4% | +112.5% |
| YTD | +167.5% | +56.2% | +111.3% | +103.8% |
| 1Y | +239.0% | +51.8% | +187.2% | +162.0% |
| 3Y | +311.0% | +37.0% | +274.0% | +228.3% |
| 5Y | +278.0% | +163.4% | +114.6% | +161.5% |
| All | +278.0% | +156.4% | +121.6% | +161.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling