+97.9%
ORLY vs RIVN
-85.0%
+182.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -0.9% | -0.7% |
| 7D | -2.1% | +0.9% | -3.0% | -2.2% |
| 30D | -7.6% | -1.9% | -5.7% | -7.6% |
| 3M | -5.5% | +8.7% | -14.2% | -6.0% |
| 6M | -9.7% | -3.0% | -6.8% | -10.0% |
| YTD | -6.2% | -18.6% | +12.3% | -6.3% |
| 1Y | -18.6% | +15.4% | -34.0% | -19.6% |
| 3Y | +33.8% | -30.5% | +64.4% | +33.0% |
| All | +97.9% | -85.0% | +182.9% | +103.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling