-84.1%
RIVN vs EXR
-15.5%
-68.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | +1.8% | -1.2% | +3.0% | +2.7% |
| 30D | +0.6% | -6.2% | +6.8% | +5.3% |
| 3M | +3.2% | -7.4% | +10.6% | +7.7% |
| 6M | -3.7% | -0.5% | -3.2% | -5.2% |
| YTD | -18.7% | +8.1% | -26.8% | -25.7% |
| 1Y | +14.7% | -2.9% | +17.6% | +13.3% |
| 3Y | -31.5% | +22.9% | -54.5% | -45.7% |
| All | -84.1% | -15.5% | -68.6% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling