+90.1%
AXP vs RIVN
-86.9%
+177.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.9% | +0.7% |
| 7D | -1.1% | +6.2% | -7.3% | -1.8% |
| 30D | +5.2% | +0.4% | +4.9% | +5.1% |
| 3M | -4.6% | -12.4% | +7.9% | -3.3% |
| 6M | +3.2% | -1.5% | +4.7% | +2.2% |
| YTD | -11.3% | -28.9% | +17.6% | -9.4% |
| 1Y | -11.0% | -8.0% | -3.0% | -12.4% |
| 3Y | +120.2% | -8.6% | +128.8% | +106.2% |
| All | +90.1% | -86.9% | +177.0% | +103.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling