-84.1%
RIVN vs JCI
+108.8%
-192.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.3% |
| 7D | +2.5% | +4.1% | -1.5% | -0.6% |
| 30D | -2.3% | -3.8% | +1.5% | +0.1% |
| 3M | +1.7% | -1.6% | +3.4% | +1.6% |
| 6M | +0.9% | +9.5% | -8.7% | -8.1% |
| YTD | -18.8% | +21.7% | -40.5% | -33.2% |
| 1Y | +14.8% | +37.1% | -22.3% | -14.3% |
| 3Y | -30.7% | +165.2% | -195.9% | -72.8% |
| All | -84.1% | +108.8% | -192.9% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling