-29.7%
DIS vs RIVN
-88.6%
+58.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.8% | +5.5% | +1.2% |
| 7D | +1.9% | -10.5% | +12.4% | +3.2% |
| 30D | +9.2% | -5.9% | +15.1% | +9.8% |
| 3M | +13.5% | -23.0% | +36.5% | +16.7% |
| 6M | +14.3% | -14.6% | +28.9% | +14.8% |
| YTD | +5.4% | -38.2% | +43.6% | +9.2% |
| 1Y | +12.2% | -25.7% | +37.8% | +13.1% |
| 3Y | +37.2% | -24.8% | +62.0% | +30.8% |
| 5Y | -23.1% | -90.6% | +67.5% | -22.2% |
| All | -29.7% | -88.6% | +58.9% | -27.7% |
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