-32.3%
ORCL vs RIVN
+14.3%
-46.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | +10.9% | +2.5% | +8.4% | +10.2% |
| 30D | +7.0% | -2.3% | +9.4% | +7.5% |
| 3M | -21.2% | +1.7% | -22.9% | -22.4% |
| 6M | +7.4% | +0.9% | +6.5% | +5.7% |
| YTD | -16.3% | -18.8% | +2.5% | -15.8% |
| 1Y | -32.3% | +14.8% | -47.1% | -33.8% |
| All | -32.3% | +14.3% | -46.6% | -33.8% |
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 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