+42.6%
UNP vs RIVN
+8.5%
+34.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.8% | -4.1% | +1.8% |
| 7D | +3.6% | +20.5% | -16.9% | +3.9% |
| 30D | +11.4% | -3.7% | +15.1% | +11.3% |
| 3M | +4.6% | -10.8% | +15.4% | +4.4% |
| 6M | +18.3% | -3.1% | +21.4% | +18.1% |
| YTD | +35.4% | -28.7% | +64.1% | +35.1% |
| 1Y | +42.6% | +12.5% | +30.1% | +43.8% |
| All | +42.6% | +8.5% | +34.1% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling