+118.3%
COP vs RIVN
-85.3%
+203.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | +3.0% | -2.1% | +5.1% | +3.1% |
| 30D | +17.5% | +1.2% | +16.3% | +17.4% |
| 3M | +13.4% | -13.1% | +26.5% | +13.5% |
| 6M | +17.7% | +5.5% | +12.2% | +16.8% |
| YTD | +46.6% | -20.1% | +66.7% | +46.9% |
| 1Y | +44.6% | +14.9% | +29.7% | +41.9% |
| 3Y | +20.7% | -32.5% | +53.2% | +19.1% |
| All | +118.3% | -85.3% | +203.5% | +117.1% |
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