+77.8%
JNJ vs RIVN
-31.8%
+109.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.5% | +1.8% | -5.3% | -3.5% |
| 30D | +2.3% | +0.6% | +1.7% | +2.3% |
| 3M | +12.0% | +3.2% | +8.8% | +12.0% |
| 6M | +10.5% | -3.7% | +14.2% | +10.4% |
| YTD | +30.4% | -18.7% | +49.1% | +30.3% |
| 1Y | +52.1% | +14.7% | +37.4% | +52.6% |
| 3Y | +77.8% | -31.5% | +109.3% | +75.7% |
| All | +77.8% | -31.8% | +109.6% | +75.7% |
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 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