+99.1%
SLV vs XPO
+314.1%
-215.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | +3.7% | -1.5% | +5.2% | +3.8% |
| 30D | -15.2% | +2.6% | -17.7% | -15.4% |
| 3M | -21.8% | -6.1% | -15.6% | -21.4% |
| 6M | -36.3% | -8.0% | -28.4% | -36.0% |
| YTD | -27.8% | +38.5% | -66.3% | -30.0% |
| 1Y | +1.5% | +35.0% | -33.5% | -1.4% |
| 3Y | +128.5% | +126.5% | +2.1% | +109.3% |
| All | +99.1% | +314.1% | -215.1% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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