+19.7%
QCOM vs RIVN
-88.2%
+107.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +2.0% |
| 7D | +2.0% | -3.7% | +5.7% | +2.8% |
| 30D | +1.2% | 0.0% | +1.2% | +1.1% |
| 3M | +9.1% | -17.2% | +26.4% | +12.9% |
| 6M | -25.0% | -3.8% | -21.1% | -25.1% |
| YTD | +4.8% | -31.3% | +36.1% | +10.1% |
| 1Y | +3.6% | -24.9% | +28.5% | +6.3% |
| 3Y | +51.5% | -12.1% | +63.6% | +39.5% |
| 5Y | +19.7% | -89.0% | +108.7% | +47.0% |
| All | +19.7% | -88.2% | +107.9% | +47.0% |
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