+175.9%
SLV vs RCL
+396.5%
-220.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.0% | -0.3% | +2.5% |
| 7D | +5.6% | +5.0% | +0.7% | +5.2% |
| 30D | -12.1% | +19.4% | -31.5% | -13.4% |
| 3M | -16.3% | +5.9% | -22.2% | -16.8% |
| 6M | -34.1% | +23.8% | -57.9% | -35.4% |
| YTD | -25.3% | +22.8% | -48.1% | -26.8% |
| 1Y | +9.6% | +34.3% | -24.7% | +6.7% |
| 3Y | +132.7% | +276.4% | -143.8% | +108.6% |
| 5Y | +113.7% | +281.6% | -167.9% | +86.9% |
| 10Y | +175.9% | +379.0% | -203.1% | +119.9% |
| All | +175.9% | +396.5% | -220.7% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 10y: compounded portfolio wealth divided by compounded RCL 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…
10y analysis · Full analysis span regression · 6 months rolling