+14.9%
RIVN vs STZ
-10.2%
+25.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.3% |
| 7D | -2.1% | -1.9% | -0.1% | -2.7% |
| 30D | +1.2% | -1.9% | +3.0% | +0.8% |
| 3M | -13.1% | -6.2% | -6.9% | -14.3% |
| 6M | +5.5% | -14.0% | +19.5% | +1.6% |
| YTD | -20.1% | -5.1% | -15.0% | -24.7% |
| 1Y | +14.9% | -9.6% | +24.5% | +1.4% |
| All | +14.9% | -10.2% | +25.1% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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