+171.1%
SLV vs RCL
+382.5%
-211.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | +5.1% | +6.5% | -1.4% | +4.5% |
| 30D | -12.9% | +15.9% | -28.8% | -14.0% |
| 3M | -16.1% | +2.7% | -18.7% | -16.4% |
| 6M | -33.2% | +15.2% | -48.4% | -34.1% |
| YTD | -27.2% | +19.2% | -46.5% | -28.5% |
| 1Y | +7.6% | +31.6% | -24.0% | +4.9% |
| 3Y | +122.3% | +274.2% | -151.8% | +99.5% |
| 5Y | +109.7% | +250.1% | -140.4% | +84.6% |
| All | +171.1% | +382.5% | -211.4% | +119.1% |
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