+392.8%
HL vs RIVN
-31.8%
+424.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -4.4% | +1.8% | -6.2% | -4.7% |
| 30D | +9.3% | +0.6% | +8.7% | +9.2% |
| 3M | +32.0% | +3.2% | +28.8% | +31.1% |
| 6M | -6.4% | -3.7% | -2.7% | -6.4% |
| YTD | +3.1% | -18.7% | +21.8% | +4.4% |
| 1Y | +77.6% | +14.7% | +62.8% | +71.4% |
| 3Y | +392.8% | -31.5% | +424.4% | +392.4% |
| All | +392.8% | -31.8% | +424.6% | +392.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling