+134.1%
MRVL vs XOP
+90.1%
+44.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.6% | +6.7% | +8.0% |
| 7D | +5.6% | +0.5% | +5.2% | +5.7% |
| 30D | -36.5% | -7.3% | -29.2% | -33.8% |
| 3M | -20.5% | +1.4% | -21.9% | -21.1% |
| 6M | -1.1% | +7.8% | -8.9% | -5.9% |
| YTD | +99.0% | +44.5% | +54.4% | +55.9% |
| 1Y | +89.3% | +37.0% | +52.2% | +53.2% |
| 3Y | +211.6% | +40.8% | +170.8% | +143.9% |
| 5Y | +134.1% | +88.7% | +45.4% | +64.1% |
| All | +134.1% | +90.1% | +44.0% | +64.1% |
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 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