+66.1%
LIN vs RIVN
-88.0%
+154.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.5% | +4.7% | -0.5% |
| 7D | +0.2% | -3.7% | +3.9% | +0.4% |
| 30D | +6.2% | -4.3% | +10.4% | +6.3% |
| 3M | +9.3% | -19.6% | +29.0% | +10.5% |
| 6M | +4.4% | -8.2% | +12.6% | +4.2% |
| YTD | +23.7% | -35.1% | +58.8% | +25.5% |
| 1Y | +23.5% | -26.9% | +50.4% | +24.0% |
| 3Y | +35.8% | -16.9% | +52.7% | +31.0% |
| 5Y | +65.9% | -90.2% | +156.0% | +75.6% |
| All | +66.1% | -88.0% | +154.1% | +75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling