+60.5%
XOM vs RIOT
+98.8%
-38.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.4% |
| 7D | +4.1% | -1.5% | +5.6% | +4.1% |
| 30D | +4.6% | +5.7% | -1.1% | +4.5% |
| 3M | +14.0% | -17.9% | +31.8% | +14.2% |
| 6M | +11.0% | +45.0% | -34.0% | +9.6% |
| YTD | +40.7% | +69.5% | -28.8% | +37.9% |
| 1Y | +52.3% | +37.2% | +15.1% | +49.8% |
| 3Y | +60.5% | +111.7% | -51.3% | +50.4% |
| All | +60.5% | +98.8% | -38.3% | +50.4% |
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 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