+295.4%
XLE vs SLV
+273.2%
+22.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -0.1% |
| 7D | -7.9% | +5.6% | -13.5% | -9.2% |
| 30D | -4.8% | -12.1% | +7.3% | -2.2% |
| 3M | +8.4% | -16.3% | +24.6% | +12.2% |
| 6M | +12.7% | -34.1% | +46.7% | +22.4% |
| YTD | +41.3% | -25.3% | +66.6% | +41.2% |
| 1Y | +42.3% | +9.6% | +32.7% | +26.6% |
| 3Y | +65.1% | +132.7% | -67.6% | +15.3% |
| 5Y | +150.2% | +113.7% | +36.5% | +76.6% |
| 10Y | +163.9% | +175.9% | -12.0% | +63.7% |
| All | +295.4% | +273.2% | +22.2% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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