-14.1%
SHOP vs RIVN
-85.0%
+70.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -13.2% | +0.9% | -14.1% | -13.6% |
| 30D | -17.0% | -1.9% | -15.1% | -16.6% |
| 3M | +17.0% | +8.7% | +8.3% | +10.4% |
| 6M | -2.1% | -3.0% | +0.8% | -5.1% |
| YTD | -21.4% | -18.6% | -2.8% | -19.8% |
| 1Y | -11.0% | +15.4% | -26.4% | -23.1% |
| 3Y | +100.9% | -30.5% | +131.4% | +81.5% |
| All | -14.1% | -85.0% | +70.9% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling