-84.1%
RIVN vs COPX
+173.2%
-257.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.8% | -2.3% | +4.2% | +3.0% |
| 30D | +0.6% | +0.3% | +0.4% | +0.2% |
| 3M | +3.2% | +6.8% | -3.7% | -1.2% |
| 6M | -3.7% | +7.9% | -11.7% | -9.4% |
| YTD | -18.7% | +23.7% | -42.4% | -31.8% |
| 1Y | +14.7% | +71.5% | -56.8% | -23.5% |
| 3Y | -31.5% | +149.1% | -180.6% | -67.0% |
| All | -84.1% | +173.2% | -257.3% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 10y: compounded portfolio wealth divided by compounded COPX 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…
10y analysis · Full analysis span regression · 6 months rolling