-31.5%
RIVN vs EXC
+19.1%
-50.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.2% |
| 7D | +1.8% | -1.1% | +2.9% | +1.6% |
| 30D | +0.6% | -3.6% | +4.3% | 0.0% |
| 3M | +3.2% | -4.3% | +7.4% | +2.3% |
| 6M | -3.7% | -9.9% | +6.2% | -4.8% |
| YTD | -18.7% | +1.8% | -20.4% | -18.6% |
| 1Y | +14.7% | +2.9% | +11.9% | +14.6% |
| 3Y | -31.5% | +19.1% | -50.6% | -35.2% |
| All | -31.5% | +19.1% | -50.6% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling