+132.6%
IBM vs RIVN
-85.0%
+217.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.7% | -2.5% |
| 7D | -0.3% | +0.9% | -1.2% | -0.3% |
| 30D | -1.8% | -1.9% | 0.0% | -1.8% |
| 3M | -13.5% | +8.7% | -22.2% | -14.2% |
| 6M | -5.1% | -3.0% | -2.1% | -5.5% |
| YTD | -19.4% | -18.6% | -0.8% | -19.3% |
| 1Y | -6.5% | +15.4% | -21.9% | -8.1% |
| 3Y | +73.8% | -30.5% | +104.3% | +71.3% |
| All | +132.6% | -85.0% | +217.6% | +128.3% |
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