+115.4%
C vs RIVN
-88.0%
+203.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.3% | +0.5% |
| 7D | +4.7% | -3.7% | +8.4% | +5.1% |
| 30D | +0.2% | -4.3% | +4.4% | +0.5% |
| 3M | -9.3% | -19.6% | +10.3% | -7.4% |
| 6M | -0.8% | -8.2% | +7.4% | -0.9% |
| YTD | +8.5% | -35.1% | +43.6% | +11.7% |
| 1Y | +23.1% | -26.9% | +50.0% | +24.8% |
| 3Y | +220.8% | -16.9% | +237.7% | +207.4% |
| 5Y | +112.4% | -90.2% | +202.5% | +117.3% |
| All | +115.4% | -88.0% | +203.4% | +119.9% |
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