+176.5%
XLE vs RIOT
+747.2%
-570.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +1.6% |
| 7D | +4.4% | +20.8% | -16.4% | +3.4% |
| 30D | -4.3% | +7.0% | -11.2% | -4.9% |
| 3M | +6.0% | -12.3% | +18.3% | +6.1% |
| 6M | +13.2% | -27.3% | +40.5% | +13.7% |
| YTD | +46.7% | +40.7% | +6.0% | +40.8% |
| 1Y | +46.6% | +15.3% | +31.3% | +42.0% |
| 3Y | +69.6% | +72.1% | -2.5% | +54.1% |
| 5Y | +166.5% | -59.7% | +226.2% | +148.0% |
| All | +176.5% | +747.2% | -570.7% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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