-13.8%
PEP vs RIVN
-31.2%
+17.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.6% |
| 7D | +0.1% | +4.1% | -4.0% | +0.1% |
| 30D | +0.7% | +1.1% | -0.4% | +0.6% |
| 3M | -0.5% | -4.0% | +3.4% | -0.6% |
| 6M | -11.3% | +5.2% | -16.5% | -11.5% |
| YTD | -0.6% | -18.0% | +17.4% | -0.5% |
| 1Y | +1.7% | +15.6% | -13.9% | +0.9% |
| All | -13.8% | -31.2% | +17.4% | -12.0% |
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