+129.1%
CVX vs RIVN
-85.0%
+214.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +2.6% | +1.8% | +0.8% | +2.6% |
| 30D | +9.8% | +0.6% | +9.2% | +9.8% |
| 3M | +16.2% | +3.2% | +13.0% | +15.7% |
| 6M | +13.6% | -3.7% | +17.3% | +13.2% |
| YTD | +44.4% | -18.7% | +63.0% | +44.6% |
| 1Y | +40.6% | +14.7% | +25.9% | +38.3% |
| 3Y | +48.2% | -31.5% | +79.7% | +46.1% |
| All | +129.1% | -85.0% | +214.1% | +128.1% |
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 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