+31.8%
UNP vs RIVN
-85.0%
+116.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.8% | +1.8% | -3.6% | -1.9% |
| 30D | -2.7% | +0.6% | -3.4% | -2.8% |
| 3M | +6.5% | +3.2% | +3.3% | +5.9% |
| 6M | +14.4% | -3.7% | +18.1% | +13.8% |
| YTD | +24.8% | -18.7% | +43.5% | +25.1% |
| 1Y | +34.4% | +14.7% | +19.7% | +31.1% |
| 3Y | +43.6% | -31.5% | +75.1% | +41.2% |
| All | +31.8% | -85.0% | +116.8% | +32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling