-84.1%
RIVN vs XHB
+27.0%
-111.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | +0.6% |
| 7D | +2.5% | -1.9% | +4.4% | +4.5% |
| 30D | -2.3% | -8.3% | +6.0% | +6.7% |
| 3M | +1.7% | -7.1% | +8.9% | +8.6% |
| 6M | +0.9% | -5.3% | +6.1% | +4.5% |
| YTD | -18.8% | -3.2% | -15.6% | -18.5% |
| 1Y | +14.8% | -13.9% | +28.7% | +30.5% |
| 3Y | -30.7% | +24.9% | -55.6% | -54.0% |
| All | -84.1% | +27.0% | -111.1% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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