+12.5%
RIVN vs WMB
+22.7%
-10.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -6.4% | +12.2% | +4.0% |
| 7D | +20.5% | -8.6% | +29.1% | +17.8% |
| 30D | -3.7% | -4.2% | +0.5% | -4.7% |
| 3M | -10.8% | -4.4% | -6.4% | -11.6% |
| 6M | -3.1% | -8.7% | +5.6% | -4.7% |
| YTD | -28.7% | +15.4% | -44.0% | -34.7% |
| 1Y | +12.5% | +23.7% | -11.3% | -5.3% |
| All | +12.5% | +22.7% | -10.2% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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