-37.7%
DIS vs RIVN
-85.3%
+47.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.6% |
| 7D | -2.6% | -2.1% | -0.5% | -2.4% |
| 30D | +3.5% | +1.2% | +2.3% | +3.2% |
| 3M | +6.8% | -13.1% | +20.0% | +7.6% |
| 6M | +3.0% | +5.5% | -2.5% | +0.9% |
| YTD | -6.7% | -20.1% | +13.4% | -6.0% |
| 1Y | -10.1% | +14.9% | -25.0% | -14.1% |
| 3Y | +33.0% | -32.5% | +65.5% | +28.8% |
| All | -37.7% | -85.3% | +47.5% | -37.8% |
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