-84.1%
RIVN vs WEC
+38.6%
-122.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.4% |
| 7D | +0.9% | -1.3% | +2.1% | +1.1% |
| 30D | -1.9% | -0.4% | -1.5% | -2.0% |
| 3M | +8.7% | -6.8% | +15.5% | +9.6% |
| 6M | -3.0% | -6.4% | +3.4% | -2.4% |
| YTD | -18.6% | +2.5% | -21.1% | -19.8% |
| 1Y | +15.4% | -0.4% | +15.8% | +14.3% |
| 3Y | -30.5% | +38.5% | -69.0% | -37.8% |
| All | -84.1% | +38.6% | -122.7% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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