+354.5%
LLY vs RIVN
-85.3%
+439.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | -2.1% | -2.1% | -0.1% | -2.1% |
| 30D | -1.6% | +1.2% | -2.8% | -1.7% |
| 3M | +2.3% | -13.1% | +15.4% | +2.4% |
| 6M | +14.9% | +5.5% | +9.4% | +14.3% |
| YTD | +7.5% | -20.1% | +27.6% | +7.6% |
| 1Y | +55.7% | +14.9% | +40.8% | +54.1% |
| 3Y | +110.6% | -32.5% | +143.1% | +108.7% |
| All | +354.5% | -85.3% | +439.7% | +358.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling