+53.5%
SCHD vs RIVN
-85.0%
+138.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | -3.1% | +0.9% | -4.0% | -3.2% |
| 30D | -0.8% | -1.9% | +1.1% | -0.8% |
| 3M | +6.2% | +8.7% | -2.5% | +5.2% |
| 6M | +11.8% | -3.0% | +14.8% | +11.2% |
| YTD | +26.0% | -18.6% | +44.5% | +26.3% |
| 1Y | +28.1% | +15.4% | +12.8% | +24.9% |
| 3Y | +54.6% | -30.5% | +85.1% | +51.3% |
| All | +53.5% | -85.0% | +138.5% | +54.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling