-84.1%
RIVN vs XYZ
-65.5%
-18.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | +2.5% | -3.7% | +6.2% | +4.5% |
| 30D | -2.3% | +0.5% | -2.9% | -2.9% |
| 3M | +1.7% | +16.3% | -14.5% | -6.4% |
| 6M | +0.9% | +21.1% | -20.3% | -9.8% |
| YTD | -18.8% | +22.0% | -40.8% | -29.1% |
| 1Y | +14.8% | +5.2% | +9.7% | +7.7% |
| 3Y | -30.7% | +49.6% | -80.3% | -55.2% |
| All | -84.1% | -65.5% | -18.6% | -63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling