+685.8%
RIOT vs XLP
+130.4%
+555.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.9% | +4.8% | +5.0% |
| 7D | +49.2% | +0.1% | +49.1% | +48.8% |
| 30D | +4.6% | +8.9% | -4.4% | -3.3% |
| 3M | -13.9% | +7.5% | -21.4% | -20.2% |
| 6M | -26.7% | +9.4% | -36.1% | -34.6% |
| YTD | +39.4% | +19.3% | +20.1% | +14.3% |
| 1Y | +3.8% | +21.7% | -17.9% | -16.8% |
| 3Y | +73.0% | +44.0% | +29.0% | +13.5% |
| 5Y | -55.7% | +42.8% | -98.5% | -69.8% |
| 10Y | +685.8% | +128.8% | +557.1% | +428.7% |
| All | +685.8% | +130.4% | +555.5% | +428.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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