-91.8%
RIVN vs RCL
+292.5%
-384.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.2% | -5.0% |
| 7D | -10.5% | -1.2% | -9.3% | -10.0% |
| 30D | -5.9% | +17.8% | -23.8% | -12.8% |
| 3M | -23.0% | +4.9% | -27.9% | -25.1% |
| 6M | -14.6% | +23.7% | -38.4% | -23.6% |
| YTD | -38.2% | +17.8% | -56.0% | -45.2% |
| 1Y | -25.7% | +28.9% | -54.6% | -37.5% |
| 3Y | -24.8% | +241.9% | -266.6% | -66.1% |
| All | -91.8% | +292.5% | -384.3% | -96.4% |
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