+14.7%
RIVN vs PSX
+103.3%
-88.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +1.8% | +1.7% | +0.1% | +1.6% |
| 30D | +0.6% | +15.6% | -15.0% | -1.4% |
| 3M | +3.2% | +46.5% | -43.3% | -2.6% |
| 6M | -3.7% | +55.0% | -58.7% | -10.5% |
| YTD | -18.7% | +105.3% | -124.0% | -28.9% |
| 1Y | +14.7% | +101.6% | -86.8% | 0.0% |
| All | +14.7% | +103.3% | -88.5% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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