+96.4%
SHOP vs RIVN
-31.9%
+128.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.4% | -5.2% |
| 7D | -10.6% | +2.5% | -13.2% | -11.1% |
| 30D | -18.3% | -2.3% | -15.9% | -18.0% |
| 3M | +14.8% | +1.7% | +13.1% | +12.6% |
| 6M | -5.0% | +0.9% | -5.9% | -7.4% |
| YTD | -21.2% | -18.8% | -2.4% | -19.9% |
| 1Y | -11.6% | +14.8% | -26.4% | -18.2% |
| All | +96.4% | -31.9% | +128.3% | +88.2% |
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