+84.6%
ORCL vs RIVN
-84.9%
+169.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.4% | +2.1% |
| 7D | +15.0% | +4.1% | +10.9% | +14.5% |
| 30D | +10.5% | +1.1% | +9.5% | +10.4% |
| 3M | -23.0% | -4.0% | -19.0% | -23.0% |
| 6M | +7.0% | +5.2% | +1.8% | +6.0% |
| YTD | -15.8% | -18.0% | +2.1% | -15.1% |
| 1Y | -31.1% | +15.6% | -46.7% | -32.7% |
| 3Y | +33.3% | -30.0% | +63.3% | +31.1% |
| All | +84.6% | -84.9% | +169.5% | +95.3% |
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 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