-31.6%
RIVN vs STZ
-49.9%
+18.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +2.5% | -6.0% | +8.6% | +3.4% |
| 30D | -2.3% | -8.9% | +6.5% | -1.1% |
| 3M | +1.7% | -12.6% | +14.3% | +3.5% |
| 6M | +0.9% | -17.2% | +18.1% | +3.6% |
| YTD | -18.8% | -10.0% | -8.8% | -21.1% |
| 1Y | +14.8% | -14.3% | +29.1% | +12.8% |
| All | -31.6% | -49.9% | +18.3% | +4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling