+353.2%
SLV vs XOP
+69.0%
+284.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.6% |
| 7D | +3.7% | -8.4% | +12.0% | +5.3% |
| 30D | -15.2% | -8.4% | -6.8% | -13.9% |
| 3M | -21.8% | +0.2% | -21.9% | -22.1% |
| 6M | -36.3% | +7.2% | -43.6% | -37.7% |
| YTD | -27.8% | +40.8% | -68.7% | -33.8% |
| 1Y | +1.5% | +36.3% | -34.8% | -6.2% |
| 3Y | +128.5% | +37.2% | +91.3% | +108.6% |
| 5Y | +103.2% | +86.6% | +16.6% | +69.8% |
| 10Y | +164.7% | +44.0% | +120.7% | +114.3% |
| All | +353.2% | +69.0% | +284.1% | +152.7% |
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