-84.1%
RIVN vs EXE
+79.0%
-163.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.5% |
| 7D | +1.8% | -3.1% | +5.0% | +2.8% |
| 30D | +0.6% | -0.9% | +1.5% | +0.8% |
| 3M | +3.2% | +9.6% | -6.4% | 0.0% |
| 6M | -3.7% | -11.6% | +7.9% | -0.7% |
| YTD | -18.7% | -12.6% | -6.1% | -16.2% |
| 1Y | +14.7% | +1.2% | +13.6% | +12.7% |
| 3Y | -31.5% | +18.0% | -49.6% | -37.7% |
| All | -84.1% | +79.0% | -163.1% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 10y: compounded portfolio wealth divided by compounded EXE 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…
10y analysis · Full analysis span regression · 6 months rolling