-84.1%
RIVN vs WCC
+166.1%
-250.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +1.9% |
| 7D | +0.9% | +1.7% | -0.8% | -0.1% |
| 30D | -1.9% | -6.1% | +4.2% | +0.8% |
| 3M | +8.7% | +3.1% | +5.7% | +5.8% |
| 6M | -3.0% | +28.2% | -31.2% | -16.3% |
| YTD | -18.6% | +41.1% | -59.7% | -33.4% |
| 1Y | +15.4% | +61.3% | -45.9% | -13.6% |
| 3Y | -30.5% | +123.6% | -154.2% | -60.7% |
| All | -84.1% | +166.1% | -250.1% | -92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling