-84.4%
RIVN vs EXEL
+220.5%
-304.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -2.1% | +8.4% | -10.4% | -4.8% |
| 30D | +1.2% | +4.1% | -2.9% | -0.5% |
| 3M | -13.1% | +12.4% | -25.6% | -16.9% |
| 6M | +5.5% | +41.5% | -36.0% | -7.1% |
| YTD | -20.1% | +34.6% | -54.8% | -28.6% |
| 1Y | +14.9% | +57.9% | -43.0% | -2.5% |
| 3Y | -32.5% | +159.5% | -192.0% | -55.3% |
| All | -84.4% | +220.5% | -304.9% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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