-83.9%
RIVN vs EFV
+97.0%
-180.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +3.8% |
| 7D | +4.1% | +1.0% | +3.1% | +2.5% |
| 30D | +1.1% | +0.2% | +0.9% | +0.8% |
| 3M | -4.0% | +9.6% | -13.6% | -15.9% |
| 6M | +5.2% | +14.0% | -8.8% | -13.0% |
| YTD | -18.0% | +18.5% | -36.4% | -36.8% |
| 1Y | +15.6% | +27.9% | -12.3% | -20.7% |
| 3Y | -30.0% | +92.4% | -122.4% | -75.7% |
| All | -83.9% | +97.0% | -180.9% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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