+214.4%
GDX vs RIVN
-85.0%
+299.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | +1.9% | +2.5% | -0.6% | +1.7% |
| 30D | +9.9% | -2.3% | +12.3% | +10.2% |
| 3M | +28.2% | +1.7% | +26.5% | +27.8% |
| 6M | -2.9% | +0.9% | -3.7% | -3.3% |
| YTD | +16.0% | -18.8% | +34.8% | +16.7% |
| 1Y | +49.9% | +14.8% | +35.1% | +47.0% |
| 3Y | +263.6% | -30.7% | +294.3% | +258.5% |
| All | +214.4% | -85.0% | +299.4% | +220.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling