+1,751.5%
CLS vs SLV
+169.5%
+1,582.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.7% | +5.1% | +6.9% |
| 7D | -10.6% | +5.6% | -16.2% | -12.3% |
| 30D | -38.4% | -12.1% | -26.3% | -35.6% |
| 3M | -29.9% | -16.3% | -13.6% | -25.5% |
| 6M | -40.6% | -34.1% | -6.6% | -32.2% |
| YTD | -24.6% | -25.3% | +0.7% | -20.3% |
| 1Y | -30.8% | +9.6% | -40.4% | -35.9% |
| 3Y | +811.7% | +132.7% | +679.1% | +569.6% |
| 5Y | +1,838.4% | +113.7% | +1,724.8% | +1,326.9% |
| 10Y | +1,751.5% | +175.9% | +1,575.6% | +1,019.0% |
| All | +1,751.5% | +169.5% | +1,582.0% | +1,019.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 10y: compounded portfolio wealth divided by compounded SLV 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…
10y analysis · Full analysis span regression · 6 months rolling