-84.1%
RIVN vs XEL
+37.6%
-121.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | +0.9% | -1.2% | +2.1% | +1.2% |
| 30D | -1.9% | -2.9% | +1.0% | -1.2% |
| 3M | +8.7% | -2.7% | +11.5% | +9.0% |
| 6M | -3.0% | -6.5% | +3.6% | -1.8% |
| YTD | -18.6% | +3.6% | -22.2% | -20.1% |
| 1Y | +15.4% | +7.5% | +7.9% | +11.5% |
| 3Y | -30.5% | +46.3% | -76.9% | -40.1% |
| All | -84.1% | +37.6% | -121.7% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling