+15.4%
RIVN vs OVV
+57.8%
-42.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +0.9% | -2.9% | +3.8% | +0.8% |
| 30D | -1.9% | +0.9% | -2.8% | -1.9% |
| 3M | +8.7% | +11.0% | -2.3% | +9.2% |
| 6M | -3.0% | +22.3% | -25.2% | -4.6% |
| YTD | -18.6% | +65.1% | -83.6% | -22.7% |
| 1Y | +15.4% | +53.1% | -37.7% | +19.5% |
| All | +15.4% | +57.8% | -42.5% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling