+805.4%
RIOT vs XOP
+94.5%
+710.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +4.0% | +3.6% |
| 7D | +14.8% | +2.6% | +12.2% | +13.0% |
| 30D | +1.4% | +15.4% | -14.1% | -7.3% |
| 3M | -20.6% | +12.1% | -32.7% | -26.9% |
| 6M | +31.9% | +19.7% | +12.2% | +12.8% |
| YTD | +72.1% | +52.4% | +19.7% | +26.8% |
| 1Y | +65.7% | +47.6% | +18.1% | +24.4% |
| 3Y | +97.5% | +34.4% | +63.1% | +59.2% |
| 5Y | -36.7% | +154.4% | -191.1% | -64.1% |
| 10Y | +550.1% | +54.7% | +495.5% | +329.9% |
| All | +805.4% | +94.5% | +710.9% | +464.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling