-83.9%
RIVN vs EXPD
+58.1%
-142.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.8% |
| 7D | +4.1% | -0.9% | +5.0% | +4.7% |
| 30D | +1.1% | +4.1% | -3.0% | -1.9% |
| 3M | -4.0% | +13.8% | -17.8% | -13.0% |
| 6M | +5.2% | +27.3% | -22.1% | -13.1% |
| YTD | -18.0% | +25.4% | -43.4% | -32.5% |
| 1Y | +15.6% | +54.4% | -38.8% | -20.6% |
| 3Y | -30.0% | +67.9% | -97.9% | -57.5% |
| All | -83.9% | +58.1% | -142.0% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling