+485.8%
RIOT vs XEL
+151.6%
+334.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | +5.7% | -3.9% | +9.6% | +6.3% |
| 3M | -17.9% | -2.8% | -15.1% | -17.5% |
| 6M | +45.0% | -5.4% | +50.4% | +46.0% |
| YTD | +69.5% | +3.8% | +65.7% | +68.3% |
| 1Y | +37.2% | +6.8% | +30.4% | +36.1% |
| 3Y | +111.7% | +45.6% | +66.1% | +102.7% |
| 5Y | -27.5% | +30.7% | -58.2% | -29.9% |
| All | +485.8% | +151.6% | +334.2% | +562.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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