+113.7%
SLV vs CVS
+7.3%
+106.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.7% |
| 7D | +5.6% | -3.7% | +9.3% | +5.6% |
| 30D | -12.1% | -0.3% | -11.8% | -12.2% |
| 3M | -16.3% | -10.3% | -6.0% | -16.3% |
| 6M | -34.1% | -4.6% | -29.5% | -34.2% |
| YTD | -25.3% | +10.7% | -36.0% | -25.6% |
| 1Y | +9.6% | +11.2% | -1.6% | +9.1% |
| 3Y | +132.7% | +43.0% | +89.6% | +130.3% |
| 5Y | +113.7% | +8.6% | +105.0% | +125.8% |
| All | +113.7% | +7.3% | +106.3% | +125.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling