-44.9%
ORCL vs RIVN
-17.3%
-27.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.2% | +10.0% | +9.1% |
| 7D | +3.8% | -3.7% | +7.5% | +4.8% |
| 30D | -6.6% | 0.0% | -6.6% | -6.6% |
| 3M | -11.4% | -17.2% | +5.8% | -7.0% |
| 6M | -33.3% | -3.8% | -29.5% | -33.3% |
| YTD | -33.3% | -31.3% | -1.9% | -30.1% |
| 1Y | -44.9% | -24.9% | -20.0% | -42.1% |
| All | -44.9% | -17.3% | -27.6% | -42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling