+344.5%
LLY vs RIVN
-85.0%
+429.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -3.1% | +2.5% | -5.6% | -3.2% |
| 30D | -8.6% | -2.3% | -6.3% | -8.6% |
| 3M | -1.6% | +1.7% | -3.4% | -1.9% |
| 6M | +11.8% | +0.9% | +11.0% | +11.4% |
| YTD | +5.1% | -18.8% | +23.9% | +5.2% |
| 1Y | +50.7% | +14.8% | +35.9% | +49.2% |
| 3Y | +95.7% | -30.7% | +126.4% | +93.7% |
| All | +344.5% | -85.0% | +429.5% | +348.2% |
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 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