+167.8%
SLV vs CVS
+31.3%
+136.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.8% |
| 7D | +2.5% | -1.6% | +4.1% | +2.5% |
| 30D | +3.3% | +0.4% | +2.9% | +3.3% |
| 3M | -3.6% | -0.4% | -3.2% | -3.6% |
| 6M | -21.8% | +25.1% | -47.0% | -22.0% |
| YTD | -7.8% | +23.9% | -31.7% | -8.1% |
| 1Y | +58.3% | +41.1% | +17.2% | +57.7% |
| 3Y | +182.6% | +63.6% | +119.0% | +179.7% |
| 5Y | +167.8% | +31.5% | +136.3% | +183.2% |
| All | +167.8% | +31.3% | +136.5% | +183.2% |
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