+117.7%
RIOT vs XOP
+35.8%
+81.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -1.2% |
| 7D | +18.4% | +1.0% | +17.5% | +17.7% |
| 30D | +13.8% | +10.8% | +2.9% | +6.6% |
| 3M | -12.7% | +19.5% | -32.2% | -23.2% |
| 6M | +50.1% | +21.6% | +28.5% | +22.2% |
| YTD | +74.2% | +55.8% | +18.4% | +10.8% |
| 1Y | +45.1% | +54.6% | -9.5% | -7.6% |
| All | +117.7% | +35.8% | +81.9% | +51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling