+38.0%
DIS vs RIVN
-11.8%
+49.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.5% |
| 7D | +0.6% | -3.7% | +4.3% | +0.9% |
| 30D | +10.3% | 0.0% | +10.3% | +10.2% |
| 3M | +15.6% | -17.2% | +32.8% | +17.1% |
| 6M | +15.1% | -3.8% | +19.0% | +14.3% |
| YTD | +6.0% | -31.3% | +37.3% | +7.4% |
| 1Y | +5.7% | -24.9% | +30.5% | +6.1% |
| All | +38.0% | -11.8% | +49.8% | +34.0% |
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