+37.2%
RIOT vs XOP
+53.5%
-16.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | -1.5% | +2.6% | -4.1% | -0.9% |
| 30D | +5.7% | +9.6% | -3.9% | +7.8% |
| 3M | -17.9% | +20.4% | -38.2% | -14.2% |
| 6M | +45.0% | +19.9% | +25.1% | +41.3% |
| YTD | +69.5% | +56.4% | +13.1% | +36.8% |
| 1Y | +37.2% | +52.4% | -15.3% | +12.2% |
| All | +37.2% | +53.5% | -16.3% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 1y: compounded portfolio wealth divided by compounded XOP 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…
1y analysis · Full analysis span regression · 6 months rolling