-84.1%
RIVN vs XLB
+25.1%
-109.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +2.0% |
| 7D | +0.9% | -3.5% | +4.4% | +6.1% |
| 30D | -1.9% | -4.7% | +2.8% | +5.0% |
| 3M | +8.7% | +2.7% | +6.0% | +4.5% |
| 6M | -3.0% | +2.6% | -5.6% | -6.6% |
| YTD | -18.6% | +12.8% | -31.4% | -32.3% |
| 1Y | +15.4% | +14.0% | +1.4% | -6.0% |
| 3Y | -30.5% | +31.5% | -62.0% | -55.1% |
| All | -84.1% | +25.1% | -109.1% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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