-84.1%
RIVN vs ESI
+45.6%
-129.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.5% | +4.8% | +3.2% |
| 7D | +0.9% | -2.3% | +3.2% | +2.3% |
| 30D | -1.9% | -9.0% | +7.1% | +3.8% |
| 3M | +8.7% | -13.3% | +22.0% | +16.4% |
| 6M | -3.0% | +5.3% | -8.2% | -11.6% |
| YTD | -18.6% | +37.6% | -56.2% | -40.9% |
| 1Y | +15.4% | +33.6% | -18.2% | -16.1% |
| 3Y | -30.5% | +75.8% | -106.3% | -64.6% |
| All | -84.1% | +45.6% | -129.7% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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