-83.9%
RIVN vs OVV
+99.3%
-183.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.8% | +3.0% |
| 7D | +4.1% | -3.7% | +7.8% | +5.2% |
| 30D | +1.1% | +8.0% | -6.9% | -1.3% |
| 3M | -4.0% | +11.3% | -15.2% | -8.0% |
| 6M | +5.2% | +24.0% | -18.8% | -3.5% |
| YTD | -18.0% | +65.3% | -83.3% | -31.9% |
| 1Y | +15.6% | +60.2% | -44.6% | -3.5% |
| 3Y | -30.0% | +46.9% | -76.9% | -42.2% |
| All | -83.9% | +99.3% | -183.2% | -89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling