-16.4%
RIVN vs WMB
+121.3%
-137.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -1.3% |
| 7D | -3.7% | +1.6% | -5.3% | -3.8% |
| 30D | 0.0% | -7.1% | +7.1% | +0.3% |
| 3M | -17.2% | -4.0% | -13.2% | -17.4% |
| 6M | -3.8% | -5.7% | +1.9% | -4.4% |
| YTD | -31.3% | +17.2% | -48.5% | -35.4% |
| 1Y | -24.9% | +17.2% | -42.1% | -29.4% |
| All | -16.4% | +121.3% | -137.7% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling