-84.1%
RIVN vs FDX
+70.5%
-154.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | 0.0% |
| 7D | +2.5% | -2.3% | +4.9% | +4.0% |
| 30D | -2.3% | -4.9% | +2.5% | +0.5% |
| 3M | +1.7% | -6.5% | +8.2% | +5.1% |
| 6M | +0.9% | +6.7% | -5.8% | -5.3% |
| YTD | -18.8% | +33.9% | -52.7% | -35.2% |
| 1Y | +14.8% | +72.2% | -57.4% | -23.1% |
| 3Y | -30.7% | +60.2% | -91.0% | -53.0% |
| All | -84.1% | +70.5% | -154.6% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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