-84.1%
RIVN vs EXR
-16.7%
-67.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | +0.8% |
| 7D | +2.5% | -3.1% | +5.6% | +4.8% |
| 30D | -2.3% | -7.5% | +5.2% | +3.2% |
| 3M | +1.7% | -7.5% | +9.3% | +6.3% |
| 6M | +0.9% | -5.2% | +6.0% | +2.9% |
| YTD | -18.8% | +6.5% | -25.3% | -25.1% |
| 1Y | +14.8% | -2.0% | +16.8% | +12.4% |
| 3Y | -30.7% | +21.5% | -52.3% | -44.6% |
| All | -84.1% | -16.7% | -67.4% | -82.3% |
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