-12.6%
SHOP vs RIVN
-85.0%
+72.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | -11.2% | +1.8% | -13.1% | -11.9% |
| 30D | -14.4% | +0.6% | -15.0% | -14.7% |
| 3M | +16.6% | +3.2% | +13.4% | +12.1% |
| 6M | -0.6% | -3.7% | +3.2% | -3.3% |
| YTD | -20.0% | -18.7% | -1.3% | -18.4% |
| 1Y | -11.2% | +14.7% | -25.9% | -23.1% |
| 3Y | +99.5% | -31.5% | +131.0% | +81.5% |
| All | -12.6% | -85.0% | +72.4% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling