-89.0%
RIVN vs WMB
+204.0%
-293.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -1.9% |
| 7D | -3.7% | +1.6% | -5.3% | -4.2% |
| 30D | 0.0% | -7.1% | +7.1% | +1.9% |
| 3M | -17.2% | -4.0% | -13.2% | -17.1% |
| 6M | -3.8% | -5.7% | +1.9% | -4.3% |
| YTD | -31.3% | +17.2% | -48.5% | -38.6% |
| 1Y | -24.9% | +17.2% | -42.1% | -33.0% |
| 3Y | -12.1% | +121.1% | -133.1% | -49.2% |
| 5Y | -89.0% | +197.2% | -286.2% | -94.3% |
| All | -89.0% | +204.0% | -293.0% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling