+96.8%
META vs RIVN
-20.7%
+117.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.8% | +7.7% | +3.4% |
| 7D | +5.2% | -10.5% | +15.7% | +6.3% |
| 30D | -13.0% | -5.9% | -7.0% | -12.5% |
| 3M | +7.9% | -23.0% | +30.9% | +10.4% |
| 6M | +4.2% | -14.6% | +18.9% | +4.7% |
| YTD | -2.5% | -38.2% | +35.7% | +0.5% |
| 1Y | +5.6% | -25.7% | +31.3% | +6.5% |
| 3Y | +96.8% | -24.8% | +121.6% | +89.3% |
| All | +96.8% | -20.7% | +117.4% | +89.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling