-84.1%
RIVN vs EXC
+35.4%
-119.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.9% |
| 7D | +2.5% | +0.3% | +2.2% | +2.5% |
| 30D | -2.3% | -0.9% | -1.5% | -2.3% |
| 3M | +1.7% | -2.7% | +4.4% | +1.7% |
| 6M | +0.9% | -9.4% | +10.2% | +2.2% |
| YTD | -18.8% | +3.0% | -21.8% | -20.2% |
| 1Y | +14.8% | +5.1% | +9.7% | +11.7% |
| 3Y | -30.7% | +20.6% | -51.3% | -37.0% |
| All | -84.1% | +35.4% | -119.6% | -88.4% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling