+139.1%
C vs RIVN
-85.0%
+224.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +0.3% | +0.9% | -0.6% | +0.2% |
| 30D | +2.0% | -1.9% | +3.9% | +2.1% |
| 3M | +4.4% | +8.7% | -4.4% | +2.8% |
| 6M | +28.3% | -3.0% | +31.3% | +27.5% |
| YTD | +20.5% | -18.6% | +39.1% | +21.3% |
| 1Y | +45.5% | +15.4% | +30.2% | +40.2% |
| 3Y | +274.0% | -30.5% | +304.5% | +262.7% |
| All | +139.1% | -85.0% | +224.1% | +138.7% |
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