-84.1%
RIVN vs JCI
+105.7%
-189.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +1.4% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | -1.9% | -7.7% | +5.8% | +3.9% |
| 3M | +8.7% | +2.8% | +6.0% | +4.6% |
| 6M | -3.0% | +7.2% | -10.2% | -10.1% |
| YTD | -18.6% | +20.0% | -38.5% | -32.3% |
| 1Y | +15.4% | +33.3% | -17.9% | -11.9% |
| 3Y | -30.5% | +161.3% | -191.8% | -72.4% |
| All | -84.1% | +105.7% | -189.8% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling