+10.3%
SLV vs XLC
-5.6%
+15.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.5% | +1.7% | +2.6% |
| 7D | -3.9% | +1.8% | -5.6% | -5.1% |
| 30D | -14.5% | -6.0% | -8.5% | -10.8% |
| 3M | -12.4% | -6.0% | -6.4% | -9.0% |
| 6M | -28.5% | -9.1% | -19.4% | -21.5% |
| YTD | -26.8% | -10.0% | -16.8% | -19.7% |
| 1Y | +10.3% | -5.8% | +16.1% | +16.3% |
| All | +10.3% | -5.6% | +15.9% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 1y: compounded portfolio wealth divided by compounded XLC 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…
1y analysis · Full analysis span regression · 6 months rolling