+192.2%
GDXJ vs RIVN
-85.0%
+277.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.8% | +1.8% | -4.6% | -3.0% |
| 30D | +5.0% | +0.6% | +4.3% | +4.9% |
| 3M | +24.1% | +3.2% | +20.9% | +23.4% |
| 6M | -7.4% | -3.7% | -3.6% | -7.3% |
| YTD | +10.2% | -18.7% | +28.9% | +11.3% |
| 1Y | +42.5% | +14.7% | +27.8% | +39.2% |
| 3Y | +285.7% | -31.5% | +317.2% | +280.2% |
| All | +192.2% | -85.0% | +277.2% | +202.0% |
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