+247.0%
HL vs RIVN
-85.0%
+332.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.1% |
| 7D | +0.4% | +2.5% | -2.1% | 0.0% |
| 30D | +18.8% | -2.3% | +21.2% | +19.3% |
| 3M | +43.7% | +1.7% | +42.0% | +43.0% |
| 6M | -1.0% | +0.9% | -1.9% | -1.6% |
| YTD | +8.7% | -18.8% | +27.5% | +10.7% |
| 1Y | +105.0% | +14.8% | +90.2% | +97.3% |
| 3Y | +427.3% | -30.7% | +458.0% | +415.1% |
| All | +247.0% | -85.0% | +332.0% | +254.7% |
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