+239.3%
SLV vs CPB
+36.4%
+202.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.1% |
| 7D | +5.1% | +8.0% | -2.9% | +4.9% |
| 30D | -12.9% | +22.4% | -35.3% | -13.4% |
| 3M | -16.1% | +2.5% | -18.6% | -16.1% |
| 6M | -33.2% | +12.2% | -45.4% | -33.5% |
| YTD | -27.2% | -12.8% | -14.4% | -26.9% |
| 1Y | +7.6% | -19.2% | +26.8% | +8.4% |
| 3Y | +122.3% | -35.6% | +157.9% | +125.1% |
| 5Y | +109.7% | -31.4% | +141.1% | +111.2% |
| 10Y | +168.4% | -37.9% | +206.4% | +171.4% |
| All | +239.3% | +36.4% | +202.9% | +228.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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