+62.0%
SLV vs CVS
+35.9%
+26.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -0.3% | +4.0% | -4.3% | -0.2% |
| 30D | +6.7% | -2.4% | +9.1% | +6.8% |
| 3M | -10.7% | +2.7% | -13.3% | -11.0% |
| 6M | -20.6% | +21.9% | -42.5% | -21.1% |
| YTD | -7.1% | +24.7% | -31.9% | -7.7% |
| 1Y | +62.0% | +35.4% | +26.5% | +63.0% |
| All | +62.0% | +35.9% | +26.0% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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