+231.9%
VLO vs RIVN
-20.7%
+252.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.8% | +6.1% | +1.6% |
| 7D | +9.6% | -10.5% | +20.1% | +10.3% |
| 30D | -17.4% | -5.9% | -11.4% | -17.2% |
| 3M | +10.8% | -23.0% | +33.8% | +12.4% |
| 6M | +56.9% | -14.6% | +71.6% | +57.3% |
| YTD | +136.8% | -38.2% | +175.0% | +141.9% |
| 1Y | +120.7% | -25.7% | +146.4% | +121.5% |
| 3Y | +231.9% | -24.8% | +256.7% | +222.7% |
| All | +231.9% | -20.7% | +252.6% | +222.7% |
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