+2,734.6%
CRM vs SLV
+370.7%
+2,363.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -2.4% |
| 7D | -5.0% | +2.8% | -7.8% | -5.4% |
| 30D | +23.6% | +2.2% | +21.4% | +23.1% |
| 3M | +39.6% | +2.9% | +36.7% | +38.5% |
| 6M | +23.4% | -22.4% | +45.9% | +27.3% |
| YTD | -7.4% | -5.7% | -1.6% | -10.2% |
| 1Y | -2.3% | +63.3% | -65.6% | -15.3% |
| 3Y | +10.5% | +189.0% | -178.5% | -15.2% |
| 5Y | -4.7% | +172.7% | -177.4% | -26.9% |
| 10Y | +234.7% | +235.3% | -0.5% | +140.8% |
| All | +2,734.6% | +370.7% | +2,363.9% | +1,509.6% |
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