+90.6%
AXP vs RIVN
-84.9%
+175.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.8% | -0.3% |
| 7D | +0.6% | +4.1% | -3.5% | +0.1% |
| 30D | -4.3% | +1.1% | -5.4% | -4.6% |
| 3M | +4.7% | -4.0% | +8.7% | +4.4% |
| 6M | +9.0% | +5.2% | +3.8% | +7.1% |
| YTD | -11.1% | -18.0% | +6.8% | -10.5% |
| 1Y | +1.3% | +15.6% | -14.3% | -3.2% |
| 3Y | +114.5% | -30.0% | +144.5% | +107.4% |
| All | +90.6% | -84.9% | +175.4% | +100.4% |
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