-6.7%
AXP vs RIVN
+8.5%
-15.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.8% | -3.6% | +1.7% |
| 7D | +4.6% | +20.5% | -15.9% | +3.1% |
| 30D | +9.7% | -3.7% | +13.4% | +10.0% |
| 3M | -3.8% | -10.8% | +7.0% | -3.1% |
| 6M | +4.8% | -3.1% | +7.9% | +4.5% |
| YTD | -9.1% | -28.7% | +19.6% | -7.8% |
| 1Y | -6.7% | +12.5% | -19.2% | -9.5% |
| All | -6.7% | +8.5% | -15.2% | -9.5% |
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