+87.3%
QQQ vs RIVN
-85.0%
+172.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.3% | -1.1% |
| 7D | -1.3% | +0.9% | -2.1% | -1.4% |
| 30D | -1.4% | -1.9% | +0.5% | -1.2% |
| 3M | +2.3% | +8.7% | -6.5% | +0.3% |
| 6M | +16.9% | -3.0% | +19.8% | +15.9% |
| YTD | +15.6% | -18.6% | +34.2% | +16.8% |
| 1Y | +22.6% | +15.4% | +7.2% | +16.5% |
| 3Y | +93.5% | -30.5% | +124.1% | +86.6% |
| All | +87.3% | -85.0% | +172.2% | +101.0% |
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 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