+12.5%
RIVN vs XEL
+1.7%
+10.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.2% | +3.6% | +5.8% |
| 7D | +20.5% | +4.3% | +16.2% | +20.6% |
| 30D | -3.7% | +12.6% | -16.3% | -3.6% |
| 3M | -10.8% | +4.4% | -15.2% | -10.8% |
| 6M | -3.1% | +0.7% | -3.8% | -2.4% |
| YTD | -28.7% | +11.5% | -40.2% | -29.5% |
| 1Y | +12.5% | +1.7% | +10.8% | +18.3% |
| All | +12.5% | +1.7% | +10.8% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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