+41.8%
SCHW vs RIVN
-85.0%
+126.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -2.8% | +0.9% | -3.6% | -2.8% |
| 30D | -0.1% | -1.9% | +1.8% | 0.0% |
| 3M | +20.6% | +8.7% | +11.8% | +18.8% |
| 6M | +15.9% | -3.0% | +18.9% | +15.0% |
| YTD | +8.5% | -18.6% | +27.1% | +9.0% |
| 1Y | +17.8% | +15.4% | +2.5% | +13.2% |
| 3Y | +88.5% | -30.5% | +119.1% | +83.5% |
| All | +41.8% | -85.0% | +126.8% | +46.9% |
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