+470.8%
LLY vs RIVN
-88.6%
+559.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.8% | +6.0% | +1.3% |
| 7D | +6.6% | -10.5% | +17.1% | +6.9% |
| 30D | +19.4% | -5.9% | +25.4% | +19.6% |
| 3M | +19.6% | -23.0% | +42.6% | +20.4% |
| 6M | +42.6% | -14.6% | +57.2% | +42.7% |
| YTD | +35.0% | -38.2% | +73.2% | +36.1% |
| 1Y | +42.0% | -25.7% | +67.7% | +42.4% |
| 3Y | +140.5% | -24.8% | +165.3% | +138.3% |
| 5Y | +479.9% | -90.6% | +570.5% | +484.9% |
| All | +470.8% | -88.6% | +559.4% | +479.8% |
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