+94.7%
SLB vs RIVN
-85.0%
+179.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | -1.9% | +2.5% | -4.4% | -2.0% |
| 30D | +7.8% | -2.3% | +10.1% | +7.9% |
| 3M | +2.7% | +1.7% | +0.9% | +2.0% |
| 6M | +22.2% | +0.9% | +21.3% | +21.3% |
| YTD | +51.1% | -18.8% | +69.9% | +51.6% |
| 1Y | +63.3% | +14.8% | +48.5% | +59.3% |
| 3Y | +2.4% | -30.7% | +33.1% | +0.4% |
| All | +94.7% | -85.0% | +179.7% | +94.0% |
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