+167.8%
SLV vs XOP
+156.8%
+11.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.4% | -1.0% |
| 7D | +2.5% | +0.6% | +1.9% | +2.4% |
| 30D | +3.3% | +16.5% | -13.3% | +0.6% |
| 3M | -3.6% | +15.7% | -19.3% | -6.2% |
| 6M | -21.8% | +19.2% | -41.0% | -25.1% |
| YTD | -7.8% | +55.0% | -62.8% | -16.7% |
| 1Y | +58.3% | +54.2% | +4.1% | +43.0% |
| 3Y | +182.6% | +35.9% | +146.7% | +159.1% |
| 5Y | +167.8% | +162.4% | +5.4% | +117.6% |
| All | +167.8% | +156.8% | +11.0% | +117.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling