+89.6%
AXP vs RIVN
-87.2%
+176.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +2.0% | 0.0% |
| 7D | -0.6% | +3.1% | -3.7% | -1.0% |
| 30D | +5.0% | -1.9% | +6.8% | +5.1% |
| 3M | -4.2% | -16.4% | +12.2% | -2.5% |
| 6M | +2.9% | -3.7% | +6.6% | +2.2% |
| YTD | -11.6% | -30.5% | +18.9% | -9.4% |
| 1Y | -11.1% | -16.5% | +5.4% | -11.4% |
| 3Y | +116.7% | -11.0% | +127.8% | +103.6% |
| 5Y | +89.6% | -86.4% | +176.0% | +103.0% |
| All | +89.6% | -87.2% | +176.8% | +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 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