-84.1%
RIVN vs SOXQ
+227.8%
-311.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.5% |
| 7D | +1.8% | +0.8% | +1.1% | +1.2% |
| 30D | +0.6% | -4.6% | +5.2% | +3.9% |
| 3M | +3.2% | -10.2% | +13.3% | +8.8% |
| 6M | -3.7% | +49.7% | -53.4% | -34.7% |
| YTD | -18.7% | +67.2% | -85.9% | -50.5% |
| 1Y | +14.7% | +98.0% | -83.3% | -40.6% |
| 3Y | -31.5% | +237.2% | -268.7% | -82.5% |
| All | -84.1% | +227.8% | -311.9% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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