-84.1%
RIVN vs SE
-67.9%
-16.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +0.5% |
| 7D | +2.5% | -3.6% | +6.2% | +4.0% |
| 30D | -2.3% | -5.3% | +3.0% | -1.0% |
| 3M | +1.7% | +28.1% | -26.3% | -8.3% |
| 6M | +0.9% | +20.7% | -19.8% | -8.1% |
| YTD | -18.8% | -14.8% | -4.0% | -16.6% |
| 1Y | +14.8% | -43.6% | +58.4% | +37.4% |
| 3Y | -30.7% | +184.2% | -214.9% | -63.2% |
| All | -84.1% | -67.9% | -16.2% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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