+115.3%
C vs RIVN
-88.6%
+203.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +0.5% |
| 7D | +4.2% | -10.5% | +14.7% | +5.4% |
| 30D | +2.0% | -5.9% | +7.9% | +2.5% |
| 3M | -10.1% | -23.0% | +12.9% | -7.9% |
| 6M | +1.0% | -14.6% | +15.6% | +1.7% |
| YTD | +8.5% | -38.2% | +46.7% | +12.2% |
| 1Y | +25.7% | -25.7% | +51.4% | +27.2% |
| 3Y | +216.0% | -24.8% | +240.8% | +206.0% |
| 5Y | +112.3% | -90.6% | +202.9% | +118.3% |
| All | +115.3% | -88.6% | +203.9% | +120.9% |
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 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