+15.4%
RIVN vs WMB
+30.1%
-14.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | -0.1% |
| 7D | +0.9% | -1.7% | +2.5% | +0.7% |
| 30D | -1.9% | +0.7% | -2.6% | -1.7% |
| 3M | +8.7% | +1.5% | +7.2% | +7.8% |
| 6M | -3.0% | +0.1% | -3.0% | -4.0% |
| YTD | -18.6% | +22.9% | -41.5% | -25.0% |
| 1Y | +15.4% | +27.9% | -12.5% | +1.3% |
| All | +15.4% | +30.1% | -14.7% | +1.3% |
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