-30.0%
RIVN vs RCL
+180.0%
-210.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | +4.1% | -0.5% | +4.5% | +4.3% |
| 30D | +1.1% | -17.3% | +18.4% | +7.9% |
| 3M | -4.0% | -2.8% | -1.2% | -3.7% |
| 6M | +5.2% | -4.4% | +9.6% | +5.7% |
| YTD | -18.0% | -4.2% | -13.8% | -19.2% |
| 1Y | +15.6% | -23.4% | +39.0% | +23.9% |
| 3Y | -30.0% | +179.4% | -209.4% | -65.3% |
| All | -30.0% | +180.0% | -210.0% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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