+34.5%
ORCL vs RIVN
-87.2%
+121.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.3% |
| 7D | -6.5% | +3.1% | -9.6% | -6.8% |
| 30D | -16.6% | -1.9% | -14.7% | -16.5% |
| 3M | -21.6% | -16.4% | -5.2% | -20.2% |
| 6M | -39.4% | -3.7% | -35.7% | -39.3% |
| YTD | -38.7% | -30.5% | -8.2% | -37.1% |
| 1Y | -50.4% | -16.5% | -33.8% | -50.0% |
| 3Y | +8.1% | -11.0% | +19.1% | +5.0% |
| 5Y | +34.5% | -86.4% | +120.9% | +44.6% |
| All | +34.5% | -87.2% | +121.7% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling