-29.3%
RIOT vs XOP
+156.4%
-185.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.2% |
| 7D | -0.9% | +1.6% | -2.5% | -2.0% |
| 30D | +3.5% | +9.6% | -6.1% | -3.0% |
| 3M | -13.0% | +16.9% | -29.9% | -23.3% |
| 6M | +43.1% | +24.0% | +19.1% | +15.0% |
| YTD | +65.4% | +56.2% | +9.2% | +9.7% |
| 1Y | +27.7% | +51.8% | -24.0% | -13.6% |
| 3Y | +91.3% | +37.0% | +54.4% | +41.1% |
| 5Y | -29.3% | +163.4% | -192.7% | -67.4% |
| All | -29.3% | +156.4% | -185.6% | -67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling