+57.3%
LLY vs RIVN
+8.5%
+48.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.8% | -5.2% | +0.3% |
| 7D | +10.1% | +20.5% | -10.4% | +8.9% |
| 30D | +24.0% | -3.7% | +27.7% | +24.3% |
| 3M | +27.3% | -10.8% | +38.1% | +28.0% |
| 6M | +47.0% | -3.1% | +50.1% | +45.1% |
| YTD | +32.6% | -28.7% | +61.2% | +34.1% |
| 1Y | +57.3% | +12.5% | +44.9% | +53.3% |
| All | +57.3% | +8.5% | +48.9% | +53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling