+31.5%
OXY vs RIVN
+9.6%
+21.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -1.0% |
| 7D | +1.6% | -2.1% | +3.6% | +1.5% |
| 30D | +11.6% | +1.2% | +10.4% | +11.7% |
| 3M | +2.8% | -13.1% | +15.9% | +2.4% |
| 6M | +13.0% | +5.5% | +7.5% | +12.9% |
| YTD | +47.4% | -20.1% | +67.5% | +47.5% |
| 1Y | +31.5% | +14.9% | +16.6% | +28.0% |
| All | +31.5% | +9.6% | +21.9% | +28.0% |
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 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