+4.3%
PEP vs RIVN
-88.6%
+92.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.8% | +7.1% | +2.3% |
| 7D | +2.9% | -10.5% | +13.4% | +3.1% |
| 30D | +12.5% | -5.9% | +18.5% | +12.6% |
| 3M | +4.5% | -23.0% | +27.5% | +4.9% |
| 6M | -0.5% | -14.6% | +14.2% | -0.5% |
| YTD | +4.4% | -38.2% | +42.6% | +4.9% |
| 1Y | +4.4% | -25.7% | +30.0% | +4.4% |
| 3Y | -3.4% | -24.8% | +21.4% | -4.5% |
| 5Y | +5.2% | -90.6% | +95.8% | +5.6% |
| All | +4.3% | -88.6% | +92.9% | +4.7% |
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