+58.3%
SLV vs CSX
+52.7%
+5.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.4% |
| 7D | +2.5% | +0.6% | +1.9% | +2.3% |
| 30D | +3.3% | -2.3% | +5.5% | +4.2% |
| 3M | -3.6% | +4.3% | -7.9% | -5.7% |
| 6M | -21.8% | +23.4% | -45.2% | -30.5% |
| YTD | -7.8% | +36.4% | -44.2% | -19.2% |
| 1Y | +58.3% | +53.0% | +5.2% | +39.7% |
| All | +58.3% | +52.7% | +5.6% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 1y: compounded portfolio wealth divided by compounded CSX 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…
1y analysis · Full analysis span regression · 6 months rolling