+887.6%
STX vs RIVN
-85.3%
+972.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.5% |
| 7D | +2.4% | -2.1% | +4.4% | +2.6% |
| 30D | +1.4% | +1.2% | +0.2% | +0.9% |
| 3M | -8.2% | -13.1% | +4.9% | -7.1% |
| 6M | +127.0% | +5.5% | +121.5% | +123.4% |
| YTD | +209.1% | -20.1% | +229.3% | +213.7% |
| 1Y | +365.4% | +14.9% | +350.5% | +345.1% |
| 3Y | +1,135.4% | -32.5% | +1,167.9% | +1,100.5% |
| All | +887.6% | -85.3% | +972.8% | +921.8% |
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 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