-31.4%
RIVN vs SPXU
-79.4%
+48.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.6% | +1.3% |
| 7D | +0.9% | +6.4% | -5.5% | +4.3% |
| 30D | -1.9% | +5.9% | -7.8% | +1.4% |
| 3M | +8.7% | -11.7% | +20.4% | +3.6% |
| 6M | -3.0% | -28.7% | +25.7% | -14.6% |
| YTD | -18.6% | -26.4% | +7.8% | -26.6% |
| 1Y | +15.4% | -35.2% | +50.6% | -0.8% |
| All | -31.4% | -79.4% | +48.0% | -64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling