-84.1%
RIVN vs NRG
+268.9%
-352.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.7% |
| 7D | +1.8% | -4.7% | +6.5% | +3.4% |
| 30D | +0.6% | -6.0% | +6.6% | +2.3% |
| 3M | +3.2% | -8.0% | +11.1% | +3.9% |
| 6M | -3.7% | -23.2% | +19.4% | +2.9% |
| YTD | -18.7% | -28.1% | +9.4% | -11.5% |
| 1Y | +14.7% | -27.3% | +42.0% | +23.1% |
| 3Y | -31.5% | +208.7% | -240.2% | -68.2% |
| All | -84.1% | +268.9% | -352.9% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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