-86.4%
RIVN vs PPL
+47.4%
-133.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +3.1% | 0.0% | +3.1% | +3.0% |
| 30D | -1.9% | +4.3% | -6.2% | -4.0% |
| 3M | -16.4% | +2.9% | -19.3% | -17.9% |
| 6M | -3.7% | +1.1% | -4.8% | -5.3% |
| YTD | -30.5% | +4.5% | -34.9% | -33.4% |
| 1Y | -16.5% | +0.1% | -16.6% | -18.0% |
| 3Y | -11.0% | +55.7% | -66.7% | -38.8% |
| 5Y | -86.4% | +47.6% | -134.0% | -90.5% |
| All | -86.4% | +47.4% | -133.8% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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