-87.3%
RIVN vs OVV
+102.7%
-190.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.2% | -7.7% | -6.1% |
| 7D | -3.7% | +6.5% | -10.2% | -5.5% |
| 30D | -4.3% | -2.7% | -1.6% | -4.2% |
| 3M | -19.6% | +3.1% | -22.8% | -21.2% |
| 6M | -8.2% | +12.8% | -21.1% | -13.3% |
| YTD | -35.1% | +68.1% | -103.2% | -46.9% |
| 1Y | -26.9% | +73.6% | -100.6% | -41.1% |
| 3Y | -16.9% | +57.6% | -74.5% | -33.4% |
| 5Y | -90.2% | +104.5% | -194.7% | -93.3% |
| All | -87.3% | +102.7% | -190.0% | -91.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling