-83.9%
RIVN vs EXE
+85.3%
-169.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.7% |
| 7D | +4.1% | -1.8% | +5.9% | +4.6% |
| 30D | +1.1% | +6.4% | -5.3% | -0.7% |
| 3M | -4.0% | +9.2% | -13.2% | -6.7% |
| 6M | +5.2% | -7.0% | +12.2% | +6.8% |
| YTD | -18.0% | -9.5% | -8.5% | -16.3% |
| 1Y | +15.6% | +6.2% | +9.4% | +11.9% |
| 3Y | -30.0% | +20.7% | -50.7% | -36.7% |
| All | -83.9% | +85.3% | -169.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling