+12.5%
RIVN vs EXC
+1.0%
+11.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.6% | +4.2% | +6.6% |
| 7D | +20.5% | +3.3% | +17.2% | +22.5% |
| 30D | -3.7% | +13.3% | -17.0% | +2.9% |
| 3M | -10.8% | +1.8% | -12.6% | -9.8% |
| 6M | -3.1% | +1.1% | -4.2% | -1.9% |
| YTD | -28.7% | +9.0% | -37.7% | -23.7% |
| 1Y | +12.5% | +3.4% | +9.1% | +17.4% |
| All | +12.5% | +1.0% | +11.4% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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