+166.3%
USO vs RIVN
-85.0%
+251.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.7% |
| 7D | +6.2% | +2.5% | +3.7% | +6.2% |
| 30D | +19.1% | -2.3% | +21.4% | +19.1% |
| 3M | +14.2% | +1.7% | +12.5% | +13.9% |
| 6M | +43.7% | +0.9% | +42.9% | +43.3% |
| YTD | +116.8% | -18.8% | +135.6% | +117.4% |
| 1Y | +104.3% | +14.8% | +89.5% | +102.0% |
| 3Y | +91.5% | -30.7% | +122.2% | +90.1% |
| All | +166.3% | -85.0% | +251.3% | +170.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling