-83.9%
RIVN vs SHW
+5.5%
-89.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +5.0% | +4.4% |
| 7D | +4.1% | -1.2% | +5.3% | +4.9% |
| 30D | +1.1% | -11.6% | +12.7% | +10.4% |
| 3M | -4.0% | +9.1% | -13.1% | -10.6% |
| 6M | +5.2% | -0.7% | +5.9% | +4.4% |
| YTD | -18.0% | +1.4% | -19.3% | -20.8% |
| 1Y | +15.6% | -12.3% | +27.9% | +24.3% |
| 3Y | -30.0% | +23.4% | -53.4% | -46.2% |
| All | -83.9% | +5.5% | -89.5% | -83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling