-84.1%
RIVN vs ULTA
+39.3%
-123.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -1.3% |
| 7D | +1.8% | -3.1% | +4.9% | +3.6% |
| 30D | +0.6% | +2.8% | -2.2% | -1.3% |
| 3M | +3.2% | +14.8% | -11.6% | -6.1% |
| 6M | -3.7% | -16.2% | +12.5% | +4.8% |
| YTD | -18.7% | -9.6% | -9.0% | -15.9% |
| 1Y | +14.7% | +4.8% | +10.0% | +7.0% |
| 3Y | -31.5% | +30.7% | -62.2% | -50.7% |
| All | -84.1% | +39.3% | -123.3% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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