+485.8%
RIOT vs CDE
+61.6%
+424.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +2.1% |
| 7D | -1.5% | -3.1% | +1.6% | -0.4% |
| 30D | +5.7% | +9.5% | -3.8% | +2.5% |
| 3M | -17.9% | +25.5% | -43.4% | -24.6% |
| 6M | +45.0% | -7.9% | +52.9% | +47.3% |
| YTD | +69.5% | +15.6% | +53.9% | +60.0% |
| 1Y | +37.2% | +34.0% | +3.1% | +20.6% |
| 3Y | +111.7% | +791.9% | -680.2% | -14.0% |
| 5Y | -27.5% | +197.7% | -225.2% | -59.9% |
| All | +485.8% | +61.6% | +424.2% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 10y: compounded portfolio wealth divided by compounded CDE 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…
10y analysis · Full analysis span regression · 6 months rolling