+2,901.6%
COST vs SLV
+242.1%
+2,659.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.4% |
| 7D | +5.0% | -5.8% | +10.8% | +5.3% |
| 30D | +12.8% | -12.1% | +24.9% | +13.5% |
| 3M | +15.2% | -24.1% | +39.3% | +16.6% |
| 6M | +7.4% | -44.4% | +51.8% | +10.4% |
| YTD | +29.0% | -31.5% | +60.5% | +29.8% |
| 1Y | +20.3% | -6.9% | +27.2% | +18.6% |
| 3Y | +99.0% | +116.0% | -17.0% | +84.8% |
| 5Y | +125.7% | +88.4% | +37.2% | +110.3% |
| 10Y | +775.3% | +167.9% | +607.4% | +695.1% |
| All | +2,901.6% | +242.1% | +2,659.5% | +2,407.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling