+21.5%
QCOM vs RIVN
-84.9%
+106.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.4% | +2.7% |
| 7D | +5.1% | +4.1% | +1.0% | +4.3% |
| 30D | +4.3% | +1.1% | +3.2% | +3.9% |
| 3M | -19.6% | -4.0% | -15.6% | -19.7% |
| 6M | +29.5% | +5.2% | +24.3% | +26.7% |
| YTD | +3.4% | -18.0% | +21.3% | +5.1% |
| 1Y | +10.9% | +15.6% | -4.7% | +4.3% |
| 3Y | +74.8% | -30.0% | +104.8% | +67.4% |
| All | +21.5% | -84.9% | +106.3% | +39.5% |
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