+88.9%
QQQ vs RIVN
-85.0%
+173.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | +1.8% | -2.4% | -0.8% |
| 30D | -1.2% | +0.6% | -1.8% | -1.4% |
| 3M | -0.2% | +3.2% | -3.4% | -1.4% |
| 6M | +17.9% | -3.7% | +21.6% | +17.1% |
| YTD | +16.6% | -18.7% | +35.3% | +17.8% |
| 1Y | +23.0% | +14.7% | +8.2% | +16.9% |
| 3Y | +92.9% | -31.5% | +124.5% | +86.5% |
| All | +88.9% | -85.0% | +173.9% | +102.8% |
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