+123.3%
COP vs RIVN
-85.0%
+208.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.2% |
| 7D | +2.3% | +1.8% | +0.5% | +2.2% |
| 30D | +8.6% | +0.6% | +8.0% | +8.6% |
| 3M | +19.9% | +3.2% | +16.7% | +19.3% |
| 6M | +19.0% | -3.7% | +22.7% | +18.6% |
| YTD | +50.0% | -18.7% | +68.6% | +50.2% |
| 1Y | +50.5% | +14.7% | +35.8% | +47.7% |
| 3Y | +25.2% | -31.5% | +56.7% | +23.6% |
| All | +123.3% | -85.0% | +208.3% | +122.0% |
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 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