+42.7%
LLY vs RIVN
-12.4%
+55.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.8% | +6.1% | +1.4% |
| 7D | +6.7% | -10.5% | +17.2% | +7.0% |
| 30D | +19.6% | -5.9% | +25.5% | +19.8% |
| 3M | +19.7% | -23.0% | +42.7% | +20.1% |
| 6M | +42.7% | -14.6% | +57.4% | +41.2% |
| All | +42.7% | -12.4% | +55.2% | +41.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling