+68.5%
LIN vs RIVN
-90.7%
+159.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.8% | +5.5% | +1.0% |
| 7D | +2.1% | -10.5% | +12.6% | +2.7% |
| 30D | +6.8% | -5.9% | +12.7% | +7.1% |
| 3M | +10.4% | -23.0% | +33.4% | +11.8% |
| 6M | +3.2% | -14.6% | +17.8% | +3.4% |
| YTD | +24.6% | -38.2% | +62.8% | +26.8% |
| 1Y | +24.4% | -25.7% | +50.1% | +24.8% |
| 3Y | +36.7% | -24.8% | +61.5% | +32.7% |
| All | +68.5% | -90.7% | +159.2% | +85.0% |
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