+483.2%
SLV vs XOP
+82.9%
+400.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -0.3% | +2.6% | -2.9% | -0.9% |
| 30D | +6.7% | +15.4% | -8.8% | +3.6% |
| 3M | -10.7% | +12.1% | -22.7% | -12.9% |
| 6M | -20.6% | +19.7% | -40.3% | -24.3% |
| YTD | -7.1% | +52.4% | -59.5% | -15.8% |
| 1Y | +62.0% | +47.6% | +14.4% | +47.6% |
| 3Y | +169.8% | +34.4% | +135.5% | +148.1% |
| 5Y | +161.5% | +154.4% | +7.1% | +105.1% |
| 10Y | +224.4% | +54.7% | +169.7% | +159.3% |
| All | +483.2% | +82.9% | +400.3% | +221.2% |
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