+640.5%
RIOT vs CASY
+569.2%
+71.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.4% | -2.1% |
| 7D | +20.8% | +2.5% | +18.3% | +19.7% |
| 30D | +7.0% | +10.2% | -3.3% | +2.6% |
| 3M | -12.3% | -15.7% | +3.4% | -7.5% |
| 6M | -27.3% | -18.4% | -8.9% | -24.0% |
| YTD | +40.7% | +28.3% | +12.5% | +20.6% |
| 1Y | +15.3% | +32.6% | -17.2% | -3.0% |
| 3Y | +72.1% | +159.5% | -87.4% | +8.9% |
| 5Y | -59.7% | +263.9% | -323.6% | -77.6% |
| 10Y | +651.6% | +548.5% | +103.2% | +302.6% |
| All | +640.5% | +569.2% | +71.4% | +305.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling