+250.7%
TQQQ vs RIVN
-31.8%
+282.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -1.9% | +1.8% | -3.8% | -2.5% |
| 30D | -4.9% | +0.6% | -5.5% | -5.2% |
| 3M | -6.4% | +3.2% | -9.6% | -8.2% |
| 6M | +44.4% | -3.7% | +48.1% | +44.5% |
| YTD | +35.2% | -18.7% | +53.8% | +40.0% |
| 1Y | +49.5% | +14.7% | +34.8% | +38.0% |
| 3Y | +250.7% | -31.5% | +282.2% | +235.4% |
| All | +250.7% | -31.8% | +282.5% | +235.4% |
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