+125.6%
CVX vs SLV
+107.9%
+17.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | -9.7% | +5.1% | -14.8% | -10.0% |
| 30D | +3.6% | -12.9% | +16.5% | +4.6% |
| 3M | +13.3% | -16.1% | +29.4% | +14.5% |
| 6M | +16.9% | -33.2% | +50.1% | +20.0% |
| YTD | +43.4% | -27.2% | +70.6% | +38.7% |
| 1Y | +44.5% | +7.6% | +36.9% | +28.3% |
| 3Y | +64.0% | +122.3% | -58.4% | +19.2% |
| All | +125.6% | +107.9% | +17.7% | +67.1% |
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 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