-84.1%
RIVN vs PSX
+295.4%
-379.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.2% |
| 7D | +2.5% | +1.8% | +0.7% | +2.0% |
| 30D | -2.3% | +21.6% | -24.0% | -7.8% |
| 3M | +1.7% | +46.5% | -44.7% | -9.2% |
| 6M | +0.9% | +62.0% | -61.2% | -13.1% |
| YTD | -18.8% | +106.3% | -125.1% | -35.1% |
| 1Y | +14.8% | +103.0% | -88.2% | -8.0% |
| 3Y | -30.7% | +135.5% | -166.2% | -48.5% |
| All | -84.1% | +295.4% | -379.5% | -89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling