-84.1%
RIVN vs DLTR
+6.0%
-90.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +1.8% | -10.1% | +11.9% | +5.5% |
| 30D | +0.6% | -8.1% | +8.7% | +3.2% |
| 3M | +3.2% | +2.9% | +0.3% | +1.0% |
| 6M | -3.7% | +4.3% | -8.1% | -7.2% |
| YTD | -18.7% | -3.9% | -14.7% | -19.8% |
| 1Y | +14.7% | +18.9% | -4.1% | +3.1% |
| 3Y | -31.5% | +1.9% | -33.4% | -36.7% |
| All | -84.1% | +6.0% | -90.1% | -87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling