+32.4%
UNP vs RIVN
-85.0%
+117.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | -1.2% | +0.9% | -2.0% | -1.2% |
| 30D | -2.0% | -1.9% | -0.1% | -1.9% |
| 3M | +7.5% | +8.7% | -1.2% | +6.6% |
| 6M | +15.3% | -3.0% | +18.3% | +14.7% |
| YTD | +25.4% | -18.6% | +44.0% | +25.7% |
| 1Y | +35.6% | +15.4% | +20.2% | +32.2% |
| 3Y | +44.1% | -30.5% | +74.7% | +41.6% |
| All | +32.4% | -85.0% | +117.4% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling