-1.3%
PEP vs RIVN
-85.3%
+83.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | -1.4% | -2.1% | +0.7% | -1.4% |
| 30D | +0.2% | +1.2% | -0.9% | +0.2% |
| 3M | -1.1% | -13.1% | +12.0% | -1.0% |
| 6M | -13.5% | +5.5% | -19.0% | -13.8% |
| YTD | -1.2% | -20.1% | +19.0% | -1.0% |
| 1Y | -1.6% | +14.9% | -16.4% | -2.4% |
| 3Y | -12.5% | -32.5% | +20.0% | -13.0% |
| All | -1.3% | -85.3% | +83.9% | -1.3% |
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