-31.5%
RIVN vs JCI
+165.4%
-196.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.4% | -1.4% |
| 7D | +1.8% | +0.7% | +1.1% | +1.4% |
| 30D | +0.6% | -4.4% | +5.1% | +3.0% |
| 3M | +3.2% | +1.7% | +1.5% | +0.8% |
| 6M | -3.7% | +8.8% | -12.5% | -10.0% |
| YTD | -18.7% | +22.6% | -41.3% | -30.5% |
| 1Y | +14.7% | +36.2% | -21.5% | -8.3% |
| 3Y | -31.5% | +168.0% | -199.5% | -63.6% |
| All | -31.5% | +165.4% | -196.9% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling