+51.1%
XLE vs RDDT
+235.7%
-184.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.2% | +0.3% |
| 7D | +1.7% | +2.1% | -0.5% | +1.6% |
| 30D | +6.7% | +2.8% | +3.9% | +6.6% |
| 3M | +14.9% | -8.9% | +23.8% | +14.8% |
| 6M | +15.9% | +15.1% | +0.8% | +14.8% |
| YTD | +47.7% | -31.4% | +79.1% | +49.1% |
| 1Y | +50.7% | -39.4% | +90.2% | +52.7% |
| All | +51.1% | +235.7% | -184.6% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 10y: compounded portfolio wealth divided by compounded RDDT 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…
10y analysis · Full analysis span regression · 6 months rolling