+46.3%
XLE vs RIOT
+18.4%
+27.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +1.4% |
| 7D | +4.4% | +20.8% | -16.4% | +5.3% |
| 30D | -4.3% | +7.0% | -11.2% | -3.6% |
| 3M | +6.0% | -12.3% | +18.3% | +6.1% |
| 6M | +13.2% | -27.3% | +40.5% | +13.2% |
| YTD | +46.7% | +40.7% | +6.0% | +43.8% |
| All | +46.3% | +18.4% | +27.9% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling