-37.4%
DIS vs RIVN
-85.0%
+47.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -1.3% | +0.9% | -2.1% | -1.4% |
| 30D | +2.2% | -1.9% | +4.1% | +2.3% |
| 3M | +8.1% | +8.7% | -0.6% | +6.2% |
| 6M | +5.2% | -3.0% | +8.2% | +4.2% |
| YTD | -6.3% | -18.6% | +12.3% | -5.8% |
| 1Y | -7.3% | +15.4% | -22.7% | -11.5% |
| 3Y | +33.8% | -30.5% | +64.3% | +29.1% |
| All | -37.4% | -85.0% | +47.5% | -37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling