+12.5%
RIVN vs DLTR
+45.2%
-32.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +9.6% | -3.9% | +4.3% |
| 7D | +20.5% | +15.6% | +4.9% | +18.1% |
| 30D | -3.7% | +29.9% | -33.6% | -7.0% |
| 3M | -10.8% | +12.5% | -23.2% | -12.4% |
| 6M | -3.1% | +56.3% | -59.4% | -11.1% |
| YTD | -28.7% | +19.5% | -48.2% | -32.8% |
| 1Y | +12.5% | +44.0% | -31.5% | -8.7% |
| All | +12.5% | +45.2% | -32.7% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling