-84.1%
RIVN vs SPXU
-84.0%
-0.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -0.1% |
| 7D | +2.5% | +1.3% | +1.3% | +3.4% |
| 30D | -2.3% | +5.1% | -7.5% | +1.2% |
| 3M | +1.7% | -9.1% | +10.9% | -2.3% |
| 6M | +0.9% | -29.6% | +30.4% | -15.3% |
| YTD | -18.8% | -27.7% | +8.9% | -30.0% |
| 1Y | +14.8% | -37.0% | +51.8% | -7.7% |
| 3Y | -30.7% | -80.2% | +49.5% | -69.7% |
| All | -84.1% | -84.0% | -0.1% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling