+89.9%
SLV vs RCL
+292.5%
-202.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | -5.8% | -1.2% | -4.7% | -5.7% |
| 30D | -12.1% | +17.8% | -30.0% | -13.6% |
| 3M | -24.1% | +4.9% | -29.1% | -24.6% |
| 6M | -44.4% | +23.7% | -68.1% | -45.7% |
| YTD | -31.5% | +17.8% | -49.3% | -32.8% |
| 1Y | -6.9% | +28.9% | -35.9% | -9.4% |
| 3Y | +116.0% | +241.9% | -125.9% | +93.6% |
| All | +89.9% | +292.5% | -202.6% | +61.4% |
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