-84.1%
RIVN vs SHW
+2.7%
-86.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +1.0% |
| 7D | +0.9% | -4.5% | +5.3% | +4.2% |
| 30D | -1.9% | -12.7% | +10.8% | +8.2% |
| 3M | +8.7% | +4.7% | +4.0% | +4.6% |
| 6M | -3.0% | -3.4% | +0.5% | -1.7% |
| YTD | -18.6% | -1.3% | -17.2% | -19.9% |
| 1Y | +15.4% | -10.4% | +25.7% | +21.5% |
| 3Y | -30.5% | +20.1% | -50.6% | -45.6% |
| All | -84.1% | +2.7% | -86.8% | -83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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