+98.5%
RIOT vs XLP
+27.4%
+71.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.1% |
| 7D | +14.8% | -1.0% | +15.8% | +14.8% |
| 30D | +1.4% | -0.9% | +2.3% | +1.3% |
| 3M | -20.6% | +3.8% | -24.5% | -22.7% |
| 6M | +31.9% | -1.7% | +33.6% | +31.6% |
| YTD | +72.1% | +10.3% | +61.8% | +62.2% |
| 1Y | +65.7% | +7.8% | +57.9% | +58.1% |
| All | +98.5% | +27.4% | +71.1% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling