+51.5%
XLE vs RDDT
+109.5%
-57.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.0% |
| 7D | +5.4% | +3.5% | +1.9% | +5.4% |
| 30D | -3.9% | -33.7% | +29.8% | -3.6% |
| 3M | +7.0% | -37.7% | +44.8% | +7.4% |
| 6M | +14.2% | -36.1% | +50.3% | +14.2% |
| YTD | +48.2% | -57.2% | +105.3% | +50.3% |
| 1Y | +47.7% | -48.0% | +95.7% | +48.3% |
| All | +51.5% | +109.5% | -57.9% | +42.9% |
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