+149.9%
XLE vs RIOT
-50.8%
+200.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.2% | -13.2% | -0.6% |
| 7D | -12.0% | +30.4% | -42.4% | -13.1% |
| 30D | -2.7% | -9.9% | +7.1% | -2.6% |
| 3M | +6.6% | -21.2% | +27.8% | +7.2% |
| 6M | +9.5% | -29.5% | +39.0% | +10.2% |
| YTD | +40.6% | +31.9% | +8.7% | +35.0% |
| 1Y | +43.6% | -3.6% | +47.2% | +40.3% |
| 3Y | +58.1% | +51.8% | +6.3% | +43.1% |
| All | +149.9% | -50.8% | +200.7% | +124.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling