+15.0%
SPGI vs RIVN
-88.6%
+103.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.8% | +5.9% | +1.5% |
| 7D | +1.2% | -10.5% | +11.7% | +2.3% |
| 30D | +15.9% | -5.9% | +21.9% | +16.4% |
| 3M | +12.3% | -23.0% | +35.3% | +14.8% |
| 6M | +23.7% | -14.6% | +38.3% | +24.2% |
| YTD | -3.5% | -38.2% | +34.7% | -0.7% |
| 1Y | +0.4% | -25.7% | +26.1% | +1.2% |
| 3Y | +29.9% | -24.8% | +54.7% | +24.4% |
| 5Y | +15.2% | -90.6% | +105.8% | +25.9% |
| All | +15.0% | -88.6% | +103.6% | +23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling