+112.2%
C vs RIVN
-87.2%
+199.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.5% |
| 7D | -0.4% | +3.1% | -3.4% | -0.7% |
| 30D | -5.2% | -1.9% | -3.3% | -5.1% |
| 3M | -9.1% | -16.4% | +7.3% | -7.6% |
| 6M | -1.6% | -3.7% | +2.1% | -2.1% |
| YTD | +6.9% | -30.5% | +37.4% | +9.3% |
| 1Y | +23.0% | -16.5% | +39.5% | +22.9% |
| 3Y | +216.1% | -11.0% | +227.2% | +200.9% |
| 5Y | +112.2% | -86.4% | +198.6% | +115.2% |
| All | +112.2% | -87.2% | +199.4% | +115.2% |
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