-15.2%
SOFI vs RIVN
-85.0%
+69.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -4.9% | +1.8% | -6.8% | -5.6% |
| 30D | -3.5% | +0.6% | -4.1% | -3.6% |
| 3M | +3.9% | +3.2% | +0.7% | +1.0% |
| 6M | -6.5% | -3.7% | -2.8% | -7.7% |
| YTD | -33.8% | -18.7% | -15.2% | -31.4% |
| 1Y | -33.3% | +14.7% | -48.0% | -41.0% |
| 3Y | +94.6% | -31.5% | +126.1% | +85.1% |
| All | -15.2% | -85.0% | +69.8% | +19.8% |
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