+70.0%
XLE vs RIOT
+73.1%
-3.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.0% |
| 7D | +5.4% | +4.8% | +0.6% | +5.3% |
| 30D | -3.9% | +16.0% | -20.0% | -4.4% |
| 3M | +7.0% | -8.8% | +15.8% | +7.0% |
| 6M | +14.2% | -29.7% | +43.9% | +14.9% |
| YTD | +48.2% | +38.3% | +9.9% | +42.5% |
| 1Y | +47.7% | +26.2% | +21.5% | +42.6% |
| 3Y | +70.0% | +79.0% | -9.0% | +51.0% |
| All | +70.0% | +73.1% | -3.1% | +51.0% |
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 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