-84.1%
RIVN vs EQX
+53.3%
-137.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.5% |
| 7D | +1.8% | -3.2% | +5.0% | +2.5% |
| 30D | +0.6% | +7.8% | -7.1% | -1.1% |
| 3M | +3.2% | +21.3% | -18.2% | -1.2% |
| 6M | -3.7% | -22.4% | +18.7% | -0.2% |
| YTD | -18.7% | -11.3% | -7.4% | -18.5% |
| 1Y | +14.7% | +13.5% | +1.2% | +8.8% |
| 3Y | -31.5% | +162.1% | -193.7% | -48.3% |
| All | -84.1% | +53.3% | -137.4% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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