-84.1%
RIVN vs NUE
+149.4%
-233.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.7% |
| 7D | +1.8% | -0.6% | +2.5% | +2.0% |
| 30D | +0.6% | -4.6% | +5.2% | +2.0% |
| 3M | +3.2% | -0.3% | +3.5% | +2.2% |
| 6M | -3.7% | +51.9% | -55.6% | -18.8% |
| YTD | -18.7% | +60.0% | -78.7% | -33.3% |
| 1Y | +14.7% | +82.9% | -68.1% | -11.3% |
| 3Y | -31.5% | +66.0% | -97.5% | -47.1% |
| All | -84.1% | +149.4% | -233.5% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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