+333.1%
SLV vs CPB
+26.1%
+307.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.1% |
| 7D | -0.3% | -8.6% | +8.3% | -0.1% |
| 30D | +6.7% | -7.2% | +13.9% | +6.9% |
| 3M | -10.7% | +0.9% | -11.6% | -10.8% |
| 6M | -20.6% | -11.8% | -8.8% | -20.3% |
| YTD | -7.1% | -19.4% | +12.3% | -6.5% |
| 1Y | +62.0% | -30.4% | +92.4% | +63.9% |
| 3Y | +169.8% | -40.2% | +210.0% | +173.6% |
| 5Y | +161.5% | -39.5% | +201.0% | +164.5% |
| 10Y | +224.4% | -47.4% | +271.8% | +230.9% |
| All | +333.1% | +26.1% | +307.0% | +320.0% |
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