+15.4%
RIVN vs STZ
-12.7%
+28.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.9% |
| 7D | +0.9% | -4.1% | +5.0% | -0.4% |
| 30D | -1.9% | -7.6% | +5.7% | -4.3% |
| 3M | +8.7% | -12.3% | +21.0% | +4.6% |
| 6M | -3.0% | -16.3% | +13.3% | -7.2% |
| YTD | -18.6% | -8.4% | -10.2% | -23.8% |
| 1Y | +15.4% | -10.8% | +26.2% | -0.4% |
| All | +15.4% | -12.7% | +28.1% | -0.4% |
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