-8.8%
RIVN vs SCHG
+6.0%
-14.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +4.0% |
| 7D | +20.5% | -2.5% | +23.0% | +24.7% |
| 30D | -3.7% | -5.4% | +1.7% | +4.5% |
| 3M | -10.8% | -2.2% | -8.6% | -8.2% |
| 6M | -3.1% | +5.2% | -8.3% | -9.3% |
| YTD | -28.7% | +6.8% | -35.5% | -33.8% |
| All | -8.8% | +6.0% | -14.8% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling