+357.0%
SLV vs XOP
+67.4%
+289.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +5.1% | -14.7% | +19.8% | +8.3% |
| 30D | -12.9% | -7.7% | -5.2% | -11.8% |
| 3M | -16.1% | +4.4% | -20.5% | -17.1% |
| 6M | -33.2% | +3.5% | -36.7% | -34.1% |
| YTD | -27.2% | +39.4% | -66.7% | -33.1% |
| 1Y | +7.6% | +39.8% | -32.2% | -1.1% |
| 3Y | +122.3% | +29.7% | +92.7% | +105.3% |
| 5Y | +109.7% | +78.6% | +31.1% | +76.7% |
| 10Y | +168.4% | +51.8% | +116.6% | +113.7% |
| All | +357.0% | +67.4% | +289.6% | +155.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling