+104.4%
COST vs SLV
+170.6%
-66.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -0.9% |
| 7D | -2.8% | +2.8% | -5.6% | -2.9% |
| 30D | -5.3% | +2.2% | -7.5% | -5.4% |
| 3M | -6.7% | +2.9% | -9.6% | -6.8% |
| 6M | -9.9% | -22.4% | +12.5% | -8.9% |
| YTD | +5.1% | -5.7% | +10.9% | +3.4% |
| 1Y | -7.3% | +63.3% | -70.6% | -13.6% |
| 3Y | +70.4% | +189.0% | -118.6% | +46.9% |
| 5Y | +104.4% | +172.7% | -68.2% | +70.7% |
| All | +104.4% | +170.6% | -66.2% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling