+114.9%
AXP vs RIVN
-20.7%
+135.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.8% | +5.6% | +1.3% |
| 7D | -0.1% | -10.5% | +10.4% | +0.9% |
| 30D | +4.4% | -5.9% | +10.4% | +4.9% |
| 3M | -6.4% | -23.0% | +16.6% | -4.3% |
| 6M | +4.2% | -14.6% | +18.8% | +4.8% |
| YTD | -12.4% | -38.2% | +25.8% | -9.6% |
| 1Y | -11.1% | -25.7% | +14.6% | -10.2% |
| 3Y | +114.9% | -24.8% | +139.6% | +113.8% |
| All | +114.9% | -20.7% | +135.5% | +113.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling