-84.1%
RIVN vs IDXX
-19.5%
-64.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.1% |
| 7D | +1.8% | -5.7% | +7.6% | +5.5% |
| 30D | +0.6% | -11.5% | +12.2% | +8.2% |
| 3M | +3.2% | -9.5% | +12.7% | +8.5% |
| 6M | -3.7% | -16.0% | +12.2% | +5.7% |
| YTD | -18.7% | -25.4% | +6.7% | -4.0% |
| 1Y | +14.7% | -21.8% | +36.5% | +28.7% |
| 3Y | -31.5% | +7.0% | -38.6% | -46.4% |
| All | -84.1% | -19.5% | -64.6% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 all: compounded portfolio wealth divided by compounded IDXX 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…
all analysis · Full analysis span regression · 6 months rolling