+52.3%
XOM vs SLV
+55.5%
-3.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.5% |
| 7D | +4.1% | -2.8% | +6.9% | +4.1% |
| 30D | +4.6% | -1.6% | +6.2% | +4.6% |
| 3M | +14.0% | -4.4% | +18.4% | +14.0% |
| 6M | +11.0% | -25.4% | +36.4% | +11.7% |
| YTD | +40.7% | -9.8% | +50.5% | +40.0% |
| 1Y | +52.3% | +53.8% | -1.5% | +52.9% |
| All | +52.3% | +55.5% | -3.2% | +52.9% |
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