+14.7%
RIVN vs WCC
+66.6%
-51.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.9% | -1.4% |
| 7D | +1.8% | +1.5% | +0.3% | +1.2% |
| 30D | +0.6% | -2.1% | +2.8% | +1.1% |
| 3M | +3.2% | +3.8% | -0.7% | +0.5% |
| 6M | -3.7% | +35.0% | -38.7% | -14.5% |
| YTD | -18.7% | +46.4% | -65.0% | -26.2% |
| 1Y | +14.7% | +63.0% | -48.2% | +1.5% |
| All | +14.7% | +66.6% | -51.8% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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