-2.0%
PEP vs RIVN
-85.0%
+83.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.3% |
| 7D | -1.7% | +2.5% | -4.2% | -1.7% |
| 30D | +0.3% | -2.3% | +2.7% | +0.3% |
| 3M | -3.2% | +1.7% | -5.0% | -3.4% |
| 6M | -13.6% | +0.9% | -14.4% | -13.8% |
| YTD | -1.9% | -18.8% | +16.9% | -1.7% |
| 1Y | -0.6% | +14.8% | -15.4% | -1.4% |
| 3Y | -13.6% | -30.7% | +17.1% | -14.1% |
| All | -2.0% | -85.0% | +83.0% | -2.0% |
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 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