-26.7%
RIOT vs CASY
+274.3%
-301.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +3.6% |
| 7D | +25.1% | -4.4% | +29.5% | +27.9% |
| 30D | +8.5% | -12.0% | +20.5% | +14.9% |
| 3M | -13.4% | -2.3% | -11.0% | -16.6% |
| 6M | +57.1% | +10.5% | +46.6% | +39.7% |
| YTD | +75.7% | +33.0% | +42.7% | +38.9% |
| 1Y | +65.6% | +41.1% | +24.5% | +24.9% |
| 3Y | +103.3% | +207.5% | -104.2% | -9.5% |
| 5Y | -26.7% | +290.7% | -317.5% | -73.0% |
| All | -26.7% | +274.3% | -301.0% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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