+2,944.0%
CLS vs SLV
+216.1%
+2,727.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.8% | +6.4% | +5.9% |
| 7D | +12.8% | +2.5% | +10.3% | +11.9% |
| 30D | +3.8% | +3.3% | +0.6% | +2.8% |
| 3M | -14.6% | -3.6% | -11.0% | -13.8% |
| 6M | +32.2% | -21.8% | +54.1% | +42.1% |
| YTD | +11.6% | -7.8% | +19.5% | +9.9% |
| 1Y | +35.1% | +58.3% | -23.2% | +11.0% |
| 3Y | +1,312.5% | +182.6% | +1,130.0% | +868.2% |
| 5Y | +3,542.1% | +167.8% | +3,374.3% | +2,382.7% |
| 10Y | +2,944.0% | +218.9% | +2,725.2% | +1,682.1% |
| All | +2,944.0% | +216.1% | +2,727.9% | +1,682.1% |
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