+44.9%
ORCL vs RIVN
-88.0%
+133.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.5% | +4.5% | -0.4% |
| 7D | +10.4% | -3.7% | +14.1% | +10.8% |
| 30D | -11.2% | -4.3% | -7.0% | -10.9% |
| 3M | -16.8% | -19.6% | +2.9% | -15.0% |
| 6M | -31.5% | -8.2% | -23.2% | -31.1% |
| YTD | -33.9% | -35.1% | +1.1% | -31.8% |
| 1Y | -43.3% | -26.9% | -16.3% | -42.1% |
| 3Y | +16.5% | -16.9% | +33.3% | +13.9% |
| 5Y | +45.4% | -90.2% | +135.5% | +59.0% |
| All | +44.9% | -88.0% | +133.0% | +56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling