+13.7%
SPGI vs RIVN
-88.0%
+101.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.1% | -0.9% |
| 7D | -0.8% | -3.7% | +2.9% | -0.5% |
| 30D | +14.3% | -4.3% | +18.5% | +14.6% |
| 3M | +14.5% | -19.6% | +34.1% | +16.6% |
| 6M | +17.3% | -8.2% | +25.5% | +17.0% |
| YTD | -4.6% | -35.1% | +30.5% | -2.2% |
| 1Y | +0.8% | -26.9% | +27.7% | +1.7% |
| 3Y | +28.8% | -16.9% | +45.7% | +22.0% |
| 5Y | +14.0% | -90.2% | +104.1% | +24.0% |
| All | +13.7% | -88.0% | +101.8% | +22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling