+19.0%
SPGI vs RIVN
-30.9%
+49.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.7% | -5.9% | -3.3% |
| 7D | -2.5% | +4.1% | -6.6% | -2.7% |
| 30D | +5.4% | +1.1% | +4.3% | +5.3% |
| 3M | +9.0% | -4.0% | +13.0% | +8.9% |
| 6M | +0.8% | +5.2% | -4.4% | -0.1% |
| YTD | -12.6% | -18.0% | +5.4% | -12.4% |
| 1Y | -16.1% | +15.6% | -31.7% | -17.8% |
| 3Y | +19.0% | -30.0% | +49.0% | +17.1% |
| All | +19.0% | -30.9% | +49.9% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling