+184.2%
SLV vs XOP
+35.1%
+149.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -0.3% | +2.6% | -2.9% | -0.7% |
| 30D | +6.7% | +15.4% | -8.8% | +4.3% |
| 3M | -10.7% | +12.1% | -22.7% | -12.4% |
| 6M | -20.6% | +19.7% | -40.3% | -24.6% |
| YTD | -7.1% | +52.4% | -59.5% | -17.7% |
| 1Y | +62.0% | +47.6% | +14.4% | +44.4% |
| All | +184.2% | +35.1% | +149.1% | +153.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling