+333.1%
SLV vs OXY
+106.7%
+226.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -0.3% | +1.6% | -1.9% | -0.6% |
| 30D | +6.7% | +11.6% | -4.9% | +4.7% |
| 3M | -10.7% | +2.8% | -13.5% | -11.3% |
| 6M | -20.6% | +13.0% | -33.6% | -23.3% |
| YTD | -7.1% | +47.4% | -54.5% | -14.3% |
| 1Y | +62.0% | +31.5% | +30.5% | +52.3% |
| 3Y | +169.8% | -1.9% | +171.8% | +164.3% |
| 5Y | +161.5% | +148.0% | +13.5% | +110.1% |
| 10Y | +224.4% | +2.3% | +222.1% | +180.9% |
| All | +333.1% | +106.7% | +226.4% | +137.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling