+58.1%
XLE vs RIOT
+43.7%
+14.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.2% | -13.2% | -0.4% |
| 7D | -12.0% | +30.4% | -42.4% | -12.7% |
| 30D | -2.7% | -9.9% | +7.1% | -2.5% |
| 3M | +6.6% | -21.2% | +27.8% | +7.1% |
| 6M | +9.5% | -29.5% | +39.0% | +10.1% |
| YTD | +40.6% | +31.9% | +8.7% | +35.3% |
| 1Y | +43.6% | -3.6% | +47.2% | +40.6% |
| 3Y | +58.1% | +51.8% | +6.3% | +41.3% |
| All | +58.1% | +43.7% | +14.4% | +41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling