+128.9%
CVX vs RIVN
-85.0%
+213.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +1.9% |
| 7D | +1.0% | +2.5% | -1.6% | +0.9% |
| 30D | +10.7% | -2.3% | +13.0% | +10.7% |
| 3M | +15.5% | +1.7% | +13.7% | +15.0% |
| 6M | +14.9% | +0.9% | +14.0% | +14.3% |
| YTD | +44.2% | -18.8% | +63.0% | +44.4% |
| 1Y | +43.5% | +14.8% | +28.7% | +41.1% |
| 3Y | +45.0% | -30.7% | +75.7% | +42.8% |
| All | +128.9% | -85.0% | +213.9% | +127.9% |
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