+225.7%
XLE vs MARA
-69.8%
+295.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.9% |
| 7D | 0.0% | +15.6% | -15.6% | -0.7% |
| 30D | +12.6% | +17.2% | -4.6% | +11.5% |
| 3M | +11.8% | -14.2% | +26.0% | +12.1% |
| 6M | +16.1% | +47.7% | -31.6% | +12.5% |
| YTD | +46.9% | +31.7% | +15.1% | +42.6% |
| 1Y | +53.3% | -22.2% | +75.4% | +52.2% |
| 3Y | +54.9% | +8.4% | +46.5% | +43.3% |
| 5Y | +225.7% | -68.3% | +294.0% | +188.3% |
| All | +225.7% | -69.8% | +295.5% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MARA.
Daily Out/Under-Performance
Portfolio return minus MARA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MARA 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 MARA 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