-0.3%
AXP vs RIVN
+9.6%
-9.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -2.1% | -2.1% | -0.1% | -2.0% |
| 30D | -6.5% | +1.2% | -7.7% | -6.7% |
| 3M | +4.6% | -13.1% | +17.8% | +5.2% |
| 6M | +5.4% | +5.5% | -0.1% | +4.5% |
| YTD | -11.1% | -20.1% | +9.0% | -10.3% |
| 1Y | -0.3% | +14.9% | -15.2% | -3.0% |
| All | -0.3% | +9.6% | -9.9% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 1y: compounded portfolio wealth divided by compounded RIVN 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…
1y analysis · Full analysis span regression · 6 months rolling