+472.7%
LLY vs RIVN
-88.2%
+560.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +1.4% | -3.7% | +5.1% | +1.5% |
| 30D | +21.5% | 0.0% | +21.5% | +21.5% |
| 3M | +18.5% | -17.2% | +35.7% | +19.1% |
| 6M | +49.1% | -3.8% | +52.9% | +48.7% |
| YTD | +34.4% | -31.3% | +65.7% | +35.1% |
| 1Y | +46.3% | -24.9% | +71.2% | +46.6% |
| 3Y | +145.5% | -12.1% | +157.5% | +142.0% |
| 5Y | +472.7% | -89.0% | +561.7% | +482.3% |
| All | +472.7% | -88.2% | +560.9% | +482.3% |
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