+902.7%
STX vs RIVN
-85.0%
+987.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -2.9% | -2.7% |
| 7D | +8.0% | +0.9% | +7.1% | +7.9% |
| 30D | +5.1% | -1.9% | +7.0% | +5.2% |
| 3M | +5.8% | +8.7% | -3.0% | +3.7% |
| 6M | +124.9% | -3.0% | +127.9% | +123.8% |
| YTD | +213.9% | -18.6% | +232.5% | +217.7% |
| 1Y | +350.4% | +15.4% | +335.0% | +330.5% |
| 3Y | +1,314.2% | -30.5% | +1,344.7% | +1,269.1% |
| All | +902.7% | -85.0% | +987.7% | +934.8% |
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