+167.8%
SLV vs XPO
+271.9%
-104.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | +2.5% | +2.7% | -0.2% | +2.2% |
| 30D | +3.3% | -6.2% | +9.4% | +3.9% |
| 3M | -3.6% | -15.4% | +11.8% | -2.1% |
| 6M | -21.8% | +0.7% | -22.6% | -22.0% |
| YTD | -7.8% | +39.8% | -47.7% | -10.5% |
| 1Y | +58.3% | +43.3% | +15.0% | +53.1% |
| 3Y | +182.6% | +166.0% | +16.5% | +155.7% |
| 5Y | +167.8% | +274.2% | -106.4% | +120.4% |
| All | +167.8% | +271.9% | -104.1% | +120.4% |
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