+35.9%
HPQ vs RIVN
-85.0%
+120.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | +1.8% | +7.9% | +9.5% |
| 30D | +22.4% | +0.6% | +21.7% | +22.1% |
| 3M | +45.2% | +3.2% | +42.0% | +43.4% |
| 6M | +96.4% | -3.7% | +100.2% | +94.8% |
| YTD | +65.4% | -18.7% | +84.1% | +66.3% |
| 1Y | +31.6% | +14.7% | +16.8% | +25.8% |
| 3Y | +37.0% | -31.5% | +68.6% | +32.4% |
| All | +35.9% | -85.0% | +120.9% | +33.2% |
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