+122.8%
COP vs RIVN
-85.0%
+207.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | +1.0% | +0.9% | +0.1% | +0.9% |
| 30D | +9.6% | -1.9% | +11.5% | +9.6% |
| 3M | +15.0% | +8.7% | +6.3% | +14.2% |
| 6M | +21.8% | -3.0% | +24.7% | +21.2% |
| YTD | +49.6% | -18.6% | +68.2% | +49.8% |
| 1Y | +49.9% | +15.4% | +34.5% | +47.1% |
| 3Y | +22.6% | -30.5% | +53.1% | +20.9% |
| All | +122.8% | -85.0% | +207.8% | +121.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling