+118.3%
FCX vs RIVN
-84.9%
+203.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.7% | +2.6% | +4.9% |
| 7D | +5.7% | +4.1% | +1.6% | +5.0% |
| 30D | +10.1% | +1.1% | +9.0% | +9.9% |
| 3M | +20.2% | -4.0% | +24.2% | +20.1% |
| 6M | +29.7% | +5.2% | +24.5% | +27.6% |
| YTD | +51.9% | -18.0% | +69.9% | +54.6% |
| 1Y | +66.0% | +15.6% | +50.4% | +57.0% |
| 3Y | +102.7% | -30.0% | +132.7% | +95.9% |
| All | +118.3% | -84.9% | +203.2% | +145.7% |
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