-29.3%
DIS vs RIVN
-87.3%
+58.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.5% |
| 7D | +0.6% | -3.7% | +4.3% | +1.0% |
| 30D | +10.3% | 0.0% | +10.3% | +10.2% |
| 3M | +15.6% | -17.2% | +32.8% | +17.8% |
| 6M | +15.1% | -3.8% | +19.0% | +14.1% |
| YTD | +6.0% | -31.3% | +37.3% | +8.5% |
| 1Y | +5.7% | -24.9% | +30.5% | +6.6% |
| 3Y | +39.8% | -12.1% | +51.9% | +30.7% |
| 5Y | -23.9% | -89.0% | +65.1% | -23.6% |
| All | -29.3% | -87.3% | +58.1% | -28.2% |
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