-84.1%
RIVN vs RCL
+196.6%
-280.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.2% |
| 7D | +2.5% | -2.2% | +4.7% | +3.6% |
| 30D | -2.3% | -15.7% | +13.3% | +5.5% |
| 3M | +1.7% | -8.0% | +9.7% | +5.0% |
| 6M | +0.9% | -10.1% | +11.0% | +4.4% |
| YTD | -18.8% | -5.9% | -12.9% | -19.7% |
| 1Y | +14.8% | -23.5% | +38.3% | +24.5% |
| 3Y | -30.7% | +174.4% | -205.1% | -64.7% |
| All | -84.1% | +196.6% | -280.7% | -91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling