+264.7%
XOM vs RIOT
-33.0%
+297.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.1% | +5.7% | +0.7% |
| 7D | +1.9% | -0.9% | +2.8% | +1.9% |
| 30D | +4.1% | +3.5% | +0.6% | +3.9% |
| 3M | +10.4% | -13.0% | +23.4% | +10.5% |
| 6M | +13.0% | +43.1% | -30.1% | +10.9% |
| YTD | +40.1% | +65.4% | -25.3% | +36.2% |
| 1Y | +51.1% | +27.7% | +23.4% | +47.9% |
| 3Y | +57.7% | +91.3% | -33.6% | +47.1% |
| 5Y | +264.7% | -29.3% | +294.0% | +232.8% |
| All | +264.7% | -33.0% | +297.7% | +232.8% |
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