+46.0%
XOM vs SLV
+60.8%
-14.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.7% |
| 7D | +1.8% | -0.3% | +2.1% | +1.8% |
| 30D | +5.9% | +6.7% | -0.8% | +5.9% |
| 3M | +5.6% | -10.7% | +16.3% | +5.7% |
| 6M | +7.9% | -20.6% | +28.5% | +8.3% |
| YTD | +35.2% | -7.1% | +42.3% | +34.6% |
| 1Y | +46.0% | +62.0% | -16.0% | +50.8% |
| All | +46.0% | +60.8% | -14.8% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling