+47.3%
CVX vs RIVN
-31.7%
+79.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | +0.7% | +0.9% | -0.2% | +0.7% |
| 30D | +9.1% | -1.9% | +11.0% | +9.1% |
| 3M | +13.1% | +8.7% | +4.3% | +12.4% |
| 6M | +16.3% | -3.0% | +19.2% | +15.9% |
| YTD | +43.5% | -18.6% | +62.1% | +43.8% |
| 1Y | +40.2% | +15.4% | +24.8% | +37.8% |
| All | +47.3% | -31.7% | +79.0% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling