-84.1%
RIVN vs PEG
+37.4%
-121.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.8% | -0.9% | +2.7% | +2.2% |
| 30D | +0.6% | -3.7% | +4.3% | +2.0% |
| 3M | +3.2% | -7.3% | +10.4% | +5.7% |
| 6M | -3.7% | -10.5% | +6.8% | -0.1% |
| YTD | -18.7% | -7.5% | -11.2% | -16.8% |
| 1Y | +14.7% | -8.7% | +23.5% | +17.5% |
| 3Y | -31.5% | +31.4% | -62.9% | -44.8% |
| All | -84.1% | +37.4% | -121.5% | -87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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