+181.3%
XLE vs RIOT
+529.7%
-348.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.9% |
| 7D | +0.3% | +18.4% | -18.1% | -0.6% |
| 30D | +8.5% | +13.8% | -5.2% | +7.6% |
| 3M | +14.6% | -12.7% | +27.4% | +14.7% |
| 6M | +17.6% | +50.1% | -32.6% | +13.6% |
| YTD | +48.1% | +74.2% | -26.1% | +41.3% |
| 1Y | +53.8% | +45.1% | +8.7% | +47.4% |
| 3Y | +56.2% | +101.6% | -45.3% | +41.2% |
| 5Y | +227.7% | -29.6% | +257.3% | +196.8% |
| 10Y | +181.3% | +528.1% | -346.8% | +94.4% |
| All | +181.3% | +529.7% | -348.4% | +94.4% |
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