-91.8%
RIVN vs EXC
+41.3%
-133.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.4% | -6.2% | -5.0% |
| 7D | -10.5% | +1.4% | -11.9% | -10.7% |
| 30D | -5.9% | +8.6% | -14.5% | -6.9% |
| 3M | -23.0% | +2.4% | -25.4% | -23.2% |
| 6M | -14.6% | +6.5% | -21.1% | -15.9% |
| YTD | -38.2% | +9.0% | -47.2% | -39.6% |
| 1Y | -25.7% | +4.6% | -30.3% | -26.8% |
| 3Y | -24.8% | +33.5% | -58.3% | -33.4% |
| All | -91.8% | +41.3% | -133.1% | -93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling