+12.5%
RIVN vs SPXU
-30.4%
+42.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.9% | +10.7% | +2.6% |
| 7D | +20.5% | +2.2% | +18.3% | +22.2% |
| 30D | -3.7% | +3.8% | -7.5% | -0.9% |
| 3M | -10.8% | +3.3% | -14.1% | -7.8% |
| 6M | -3.1% | -16.7% | +13.6% | -10.4% |
| YTD | -28.7% | -28.6% | 0.0% | -38.2% |
| 1Y | +12.5% | -30.6% | +43.0% | -5.6% |
| All | +12.5% | -30.4% | +42.8% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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