+1.6%
SPGI vs RIVN
-85.0%
+86.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.5% | -2.5% |
| 7D | -3.1% | +2.5% | -5.6% | -3.3% |
| 30D | +2.0% | -2.3% | +4.4% | +2.2% |
| 3M | +4.3% | +1.7% | +2.6% | +3.5% |
| 6M | -0.2% | +0.9% | -1.1% | -1.4% |
| YTD | -14.8% | -18.8% | +4.0% | -14.3% |
| 1Y | -18.5% | +14.8% | -33.4% | -21.6% |
| 3Y | +16.0% | -30.7% | +46.7% | +12.8% |
| All | +1.6% | -85.0% | +86.6% | +6.9% |
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 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