-100.0%
SOXS vs RIVN
-85.0%
-15.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.4% | -5.6% |
| 7D | -4.7% | +1.8% | -6.6% | -3.6% |
| 30D | +7.7% | +0.6% | +7.1% | +8.6% |
| 3M | -10.2% | +3.2% | -13.3% | -2.1% |
| 6M | -99.2% | -3.7% | -95.5% | -99.0% |
| YTD | -99.5% | -18.7% | -80.9% | -99.4% |
| 1Y | -99.8% | +14.7% | -114.5% | -99.6% |
| 3Y | -100.0% | -31.5% | -68.5% | -100.0% |
| All | -100.0% | -85.0% | -15.0% | -100.0% |
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