-84.4%
RIVN vs USB
+29.8%
-114.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -2.1% | +1.4% | -3.5% | -3.0% |
| 30D | +1.2% | -1.3% | +2.5% | +1.8% |
| 3M | -13.1% | +15.2% | -28.4% | -21.6% |
| 6M | +5.5% | +18.8% | -13.3% | -7.1% |
| YTD | -20.1% | +21.0% | -41.2% | -30.9% |
| 1Y | +14.9% | +34.0% | -19.1% | -7.7% |
| 3Y | -32.5% | +95.3% | -127.8% | -59.5% |
| All | -84.4% | +29.8% | -114.2% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 all: compounded portfolio wealth divided by compounded USB 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…
all analysis · Full analysis span regression · 6 months rolling