+73.7%
SLB vs RIVN
-88.0%
+161.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.4% | +0.2% |
| 7D | +2.6% | -3.7% | +6.2% | +2.8% |
| 30D | +4.4% | -4.3% | +8.7% | +4.6% |
| 3M | -2.7% | -19.6% | +16.9% | -1.5% |
| 6M | -7.5% | -8.2% | +0.7% | -7.7% |
| YTD | +34.8% | -35.1% | +69.9% | +37.0% |
| 1Y | +44.6% | -26.9% | +71.5% | +45.4% |
| 3Y | +3.2% | -16.9% | +20.1% | +0.5% |
| 5Y | +73.6% | -90.2% | +163.7% | +77.3% |
| All | +73.7% | -88.0% | +161.7% | +75.4% |
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