+51.5%
XLE vs RDDT
+211.6%
-160.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +0.9% |
| 7D | +0.3% | -7.4% | +7.7% | +0.4% |
| 30D | +8.5% | -7.7% | +16.3% | +8.6% |
| 3M | +14.6% | -17.8% | +32.4% | +14.8% |
| 6M | +17.6% | +5.5% | +12.1% | +16.6% |
| YTD | +48.1% | -36.3% | +84.4% | +49.7% |
| 1Y | +53.8% | -39.0% | +92.8% | +55.3% |
| All | +51.5% | +211.6% | -160.1% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling