-84.1%
RIVN vs SRE
+55.4%
-139.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.8% |
| 7D | +0.9% | -0.7% | +1.6% | +1.2% |
| 30D | -1.9% | -1.7% | -0.2% | -1.6% |
| 3M | +8.7% | -7.1% | +15.8% | +11.4% |
| 6M | -3.0% | -8.4% | +5.4% | -0.3% |
| YTD | -18.6% | -3.5% | -15.1% | -18.5% |
| 1Y | +15.4% | +5.4% | +10.0% | +9.7% |
| 3Y | -30.5% | +29.5% | -60.0% | -44.1% |
| All | -84.1% | +55.4% | -139.5% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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