+14.9%
RIVN vs EXR
+1.1%
+13.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | -1.0% |
| 7D | -2.1% | -2.6% | +0.5% | -1.9% |
| 30D | +1.2% | -7.2% | +8.3% | +1.7% |
| 3M | -13.1% | -3.5% | -9.6% | -13.4% |
| 6M | +5.5% | -5.3% | +10.8% | +4.0% |
| YTD | -20.1% | +9.4% | -29.5% | -24.2% |
| 1Y | +14.9% | +1.3% | +13.6% | +8.8% |
| All | +14.9% | +1.1% | +13.8% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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