+105.9%
SOXL vs RIVN
-85.0%
+190.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.3% | -8.3% | -8.2% |
| 7D | +8.5% | +0.9% | +7.6% | +7.8% |
| 30D | -13.0% | -1.9% | -11.1% | -12.5% |
| 3M | -35.9% | +8.7% | -44.7% | -39.5% |
| 6M | +112.1% | -3.0% | +115.0% | +121.2% |
| YTD | +175.4% | -18.6% | +194.0% | +207.2% |
| 1Y | +304.9% | +15.4% | +289.5% | +251.2% |
| 3Y | +448.6% | -30.5% | +479.1% | +443.8% |
| All | +105.9% | -85.0% | +190.9% | +318.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling