-31.5%
RIVN vs XLRE
+31.2%
-62.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.0% |
| 7D | +1.8% | -1.2% | +3.0% | +3.0% |
| 30D | +0.6% | -2.4% | +3.0% | +3.1% |
| 3M | +3.2% | -2.5% | +5.6% | +4.6% |
| 6M | -3.7% | +4.0% | -7.7% | -10.2% |
| YTD | -18.7% | +9.3% | -28.0% | -28.6% |
| 1Y | +14.7% | +5.6% | +9.2% | +4.8% |
| 3Y | -31.5% | +31.3% | -62.8% | -52.8% |
| All | -31.5% | +31.2% | -62.7% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 3y: compounded portfolio wealth divided by compounded XLRE 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…
3y analysis · Full analysis span regression · 6 months rolling