+673.8%
STX vs RIVN
-20.7%
+694.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.8% | +1.8% | -2.4% |
| 7D | +14.6% | -10.5% | +25.1% | +16.4% |
| 30D | -26.0% | -5.9% | -20.0% | -25.4% |
| 3M | -42.6% | -23.0% | -19.6% | -40.6% |
| 6M | -35.3% | -14.6% | -20.6% | -34.1% |
| YTD | +92.5% | -38.2% | +130.7% | +102.4% |
| 1Y | +102.4% | -25.7% | +128.1% | +107.1% |
| 3Y | +673.8% | -24.8% | +698.6% | +680.0% |
| All | +673.8% | -20.7% | +694.5% | +680.0% |
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