+89.9%
SLV vs OXY
+99.7%
-9.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | -5.8% | +4.2% | -10.0% | -6.3% |
| 30D | -12.1% | -4.3% | -7.8% | -11.8% |
| 3M | -24.1% | +2.3% | -26.4% | -24.6% |
| 6M | -44.4% | +5.5% | -49.9% | -45.1% |
| YTD | -31.5% | +44.9% | -76.4% | -36.7% |
| 1Y | -6.9% | +42.6% | -49.5% | -13.8% |
| 3Y | +116.0% | +0.7% | +115.3% | +109.2% |
| All | +89.9% | +99.7% | -9.8% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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