+113.9%
SOXX vs RIVN
+9.6%
+104.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.7% |
| 7D | +2.2% | -2.1% | +4.3% | +2.6% |
| 30D | -2.0% | +1.2% | -3.2% | -2.4% |
| 3M | -13.7% | -13.1% | -0.6% | -12.1% |
| 6M | +52.4% | +5.5% | +46.9% | +50.7% |
| YTD | +72.8% | -20.1% | +93.0% | +74.9% |
| 1Y | +113.9% | +14.9% | +99.0% | +103.5% |
| All | +113.9% | +9.6% | +104.3% | +103.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling