-91.8%
RIVN vs QLD
+80.9%
-172.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.5% | -2.4% | -3.0% |
| 7D | -10.5% | +7.0% | -17.5% | -15.1% |
| 30D | -5.9% | -14.3% | +8.4% | +3.6% |
| 3M | -23.0% | -16.0% | -7.0% | -14.2% |
| 6M | -14.6% | -14.2% | -0.4% | -6.8% |
| YTD | -38.2% | +12.8% | -51.0% | -45.8% |
| 1Y | -25.7% | +14.1% | -39.7% | -35.7% |
| 3Y | -24.8% | +146.0% | -170.7% | -69.0% |
| All | -91.8% | +80.9% | -172.8% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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