-6.9%
SLV vs XOP
+42.7%
-49.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.0% |
| 7D | -5.8% | +6.3% | -12.2% | -4.9% |
| 30D | -12.1% | -6.6% | -5.5% | -12.9% |
| 3M | -24.1% | +3.6% | -27.7% | -23.8% |
| 6M | -44.4% | +10.8% | -55.1% | -43.5% |
| YTD | -31.5% | +48.3% | -79.8% | -40.1% |
| 1Y | -6.9% | +42.9% | -49.9% | -17.5% |
| All | -6.9% | +42.7% | -49.7% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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