-91.8%
RIVN vs EXR
-1.8%
-90.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -5.0% |
| 7D | -10.5% | -0.4% | -10.1% | -10.2% |
| 30D | -5.9% | +18.2% | -24.2% | -16.4% |
| 3M | -23.0% | +7.3% | -30.3% | -26.8% |
| 6M | -14.6% | +13.8% | -28.5% | -23.4% |
| YTD | -38.2% | +25.9% | -64.1% | -49.3% |
| 1Y | -25.7% | +25.8% | -51.5% | -39.2% |
| 3Y | -24.8% | +53.7% | -78.5% | -49.1% |
| All | -91.8% | -1.8% | -90.1% | -92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling