-31.4%
RIVN vs PSX
+132.2%
-163.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | +0.9% | +1.5% | -0.6% | +0.5% |
| 30D | -1.9% | +15.8% | -17.7% | -6.0% |
| 3M | +8.7% | +43.0% | -34.3% | -2.3% |
| 6M | -3.0% | +61.1% | -64.1% | -16.6% |
| YTD | -18.6% | +104.5% | -123.1% | -35.4% |
| 1Y | +15.4% | +102.5% | -87.1% | -8.5% |
| All | -31.4% | +132.2% | -163.7% | -53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling