+1,376.8%
STX vs RIVN
-31.9%
+1,408.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.9% |
| 7D | +9.6% | +2.5% | +7.0% | +9.2% |
| 30D | +10.6% | -2.3% | +13.0% | +10.8% |
| 3M | +4.8% | +1.7% | +3.0% | +3.9% |
| 6M | +137.3% | +0.9% | +136.4% | +135.4% |
| YTD | +222.5% | -18.8% | +241.3% | +226.2% |
| 1Y | +366.2% | +14.8% | +351.4% | +349.7% |
| All | +1,376.8% | -31.9% | +1,408.7% | +1,312.7% |
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