+172.2%
CVX vs RIOT
-29.1%
+201.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +1.9% |
| 7D | +1.0% | +18.4% | -17.5% | +0.5% |
| 30D | +10.7% | +13.8% | -3.1% | +10.1% |
| 3M | +15.5% | -12.7% | +28.2% | +15.6% |
| 6M | +14.9% | +50.1% | -35.2% | +12.3% |
| YTD | +44.2% | +74.2% | -30.0% | +39.5% |
| 1Y | +43.5% | +45.1% | -1.6% | +39.2% |
| 3Y | +45.0% | +101.6% | -56.6% | +33.7% |
| 5Y | +172.2% | -29.6% | +201.8% | +149.8% |
| All | +172.2% | -29.1% | +201.2% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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