+36.6%
ORLY vs RIVN
-31.8%
+68.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.4% | +1.8% | -4.2% | -2.3% |
| 30D | -6.8% | +0.6% | -7.4% | -6.8% |
| 3M | -4.8% | +3.2% | -7.9% | -4.9% |
| 6M | -9.1% | -3.7% | -5.4% | -9.2% |
| YTD | -5.9% | -18.7% | +12.8% | -6.2% |
| 1Y | -20.4% | +14.7% | -35.2% | -20.5% |
| 3Y | +36.6% | -31.5% | +68.1% | +36.0% |
| All | +36.6% | -31.8% | +68.4% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling