+90.6%
AXP vs RIVN
-85.3%
+175.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -2.1% | -2.1% | -0.1% | -1.9% |
| 30D | -6.5% | +1.2% | -7.7% | -6.8% |
| 3M | +4.6% | -13.1% | +17.8% | +5.5% |
| 6M | +5.4% | +5.5% | -0.1% | +3.5% |
| YTD | -11.1% | -20.1% | +9.0% | -10.2% |
| 1Y | -0.3% | +14.9% | -15.2% | -4.7% |
| 3Y | +111.6% | -32.5% | +144.1% | +105.5% |
| All | +90.6% | -85.3% | +175.9% | +101.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling