+11.3%
SBUX vs RIVN
-31.8%
+43.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -5.5% | +1.8% | -7.3% | -5.6% |
| 30D | -8.5% | +0.6% | -9.1% | -8.6% |
| 3M | -2.9% | +3.2% | -6.1% | -3.7% |
| 6M | -1.5% | -3.7% | +2.2% | -2.2% |
| YTD | +19.4% | -18.7% | +38.1% | +19.9% |
| 1Y | +22.9% | +14.7% | +8.2% | +19.0% |
| 3Y | +11.3% | -31.5% | +42.8% | +7.4% |
| All | +11.3% | -31.8% | +43.1% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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