+7.7%
SPGI vs RIVN
-85.3%
+92.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | +0.1% | -2.1% | +2.2% | +0.3% |
| 30D | +8.4% | +1.2% | +7.3% | +8.2% |
| 3M | +11.8% | -13.1% | +25.0% | +12.5% |
| 6M | +5.7% | +5.5% | +0.2% | +4.1% |
| YTD | -9.7% | -20.1% | +10.5% | -9.0% |
| 1Y | -12.5% | +14.9% | -27.3% | -15.8% |
| 3Y | +21.8% | -32.5% | +54.3% | +18.8% |
| All | +7.7% | -85.3% | +92.9% | +13.5% |
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 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