-84.1%
RIVN vs STLA
-64.6%
-19.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +0.9% | -3.8% | +4.7% | +2.8% |
| 30D | -1.9% | -3.1% | +1.2% | -0.5% |
| 3M | +8.7% | -19.6% | +28.4% | +20.9% |
| 6M | -3.0% | -23.5% | +20.5% | +9.8% |
| YTD | -18.6% | -51.5% | +32.9% | +13.3% |
| 1Y | +15.4% | -39.7% | +55.0% | +37.4% |
| 3Y | -30.5% | -66.3% | +35.8% | +14.6% |
| All | -84.1% | -64.6% | -19.5% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling