+14.8%
RIVN vs EXPD
+56.9%
-42.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.3% |
| 7D | +2.5% | +1.2% | +1.4% | +2.2% |
| 30D | -2.3% | +5.2% | -7.6% | -3.6% |
| 3M | +1.7% | +13.2% | -11.5% | -1.6% |
| 6M | +0.9% | +30.3% | -29.5% | -6.6% |
| YTD | -18.8% | +27.0% | -45.8% | -24.2% |
| 1Y | +14.8% | +57.3% | -42.5% | +9.5% |
| All | +14.8% | +56.9% | -42.1% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling