+97.7%
USO vs RIVN
-31.8%
+129.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +9.1% | +1.8% | +7.3% | +9.1% |
| 30D | +21.7% | +0.6% | +21.1% | +21.7% |
| 3M | +20.2% | +3.2% | +17.1% | +20.1% |
| 6M | +43.4% | -3.7% | +47.1% | +43.5% |
| YTD | +124.0% | -18.7% | +142.6% | +125.0% |
| 1Y | +112.2% | +14.7% | +97.4% | +110.8% |
| 3Y | +97.7% | -31.5% | +129.2% | +96.7% |
| All | +97.7% | -31.8% | +129.4% | +96.7% |
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