-84.1%
RIVN vs XYZ
-65.6%
-18.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +1.8% | -4.3% | +6.1% | +4.2% |
| 30D | +0.6% | +1.2% | -0.6% | -0.3% |
| 3M | +3.2% | +14.6% | -11.5% | -4.5% |
| 6M | -3.7% | +22.6% | -26.3% | -14.4% |
| YTD | -18.7% | +21.7% | -40.4% | -28.9% |
| 1Y | +14.7% | +6.7% | +8.0% | +6.8% |
| 3Y | -31.5% | +46.8% | -78.4% | -55.2% |
| All | -84.1% | -65.6% | -18.5% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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