-84.1%
RIVN vs RIG
+59.0%
-143.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | +0.9% | -4.2% | +5.0% | +1.8% |
| 30D | -1.9% | -0.7% | -1.2% | -1.9% |
| 3M | +8.7% | -4.0% | +12.7% | +9.0% |
| 6M | -3.0% | -6.3% | +3.4% | -3.1% |
| YTD | -18.6% | +39.7% | -58.3% | -26.2% |
| 1Y | +15.4% | +78.1% | -62.7% | -2.1% |
| 3Y | -30.5% | -29.5% | -1.1% | -30.4% |
| All | -84.1% | +59.0% | -143.0% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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