+918.0%
MRVL vs XOP
+82.9%
+835.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.4% |
| 7D | +3.2% | +2.6% | +0.6% | +2.1% |
| 30D | +5.9% | +15.4% | -9.5% | -0.4% |
| 3M | -29.3% | +12.1% | -41.4% | -33.1% |
| 6M | +186.5% | +19.7% | +166.8% | +160.4% |
| YTD | +163.4% | +52.4% | +111.1% | +115.7% |
| 1Y | +249.5% | +47.6% | +201.9% | +189.7% |
| 3Y | +289.4% | +34.4% | +255.0% | +235.1% |
| 5Y | +270.2% | +154.4% | +115.9% | +141.9% |
| 10Y | +1,748.8% | +54.7% | +1,694.1% | +1,153.1% |
| All | +918.0% | +82.9% | +835.0% | +420.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling