+165.7%
SLV vs RCL
+249.6%
-83.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -0.3% | -5.1% | +4.8% | +0.2% |
| 30D | +6.7% | -19.0% | +25.7% | +8.9% |
| 3M | -10.7% | -9.6% | -1.1% | -10.0% |
| 6M | -20.6% | -6.7% | -13.9% | -20.4% |
| YTD | -7.1% | -3.9% | -3.2% | -7.0% |
| 1Y | +62.0% | -25.1% | +87.1% | +64.9% |
| 3Y | +169.8% | +179.1% | -9.3% | +147.3% |
| All | +165.7% | +249.6% | -83.9% | +127.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling