+107.6%
OXY vs RIVN
-85.0%
+192.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | +1.8% | +1.0% | +2.7% |
| 30D | +5.5% | +0.6% | +4.8% | +5.4% |
| 3M | +11.3% | +3.2% | +8.2% | +10.5% |
| 6M | +11.6% | -3.7% | +15.3% | +10.9% |
| YTD | +51.6% | -18.7% | +70.2% | +51.8% |
| 1Y | +36.2% | +14.7% | +21.5% | +32.3% |
| 3Y | +1.7% | -31.5% | +33.2% | -0.6% |
| All | +107.6% | -85.0% | +192.6% | +112.9% |
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