+463.1%
VLO vs RIVN
-85.3%
+548.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +5.2% | -2.1% | +7.3% | +5.3% |
| 30D | +22.6% | +1.2% | +21.4% | +22.5% |
| 3M | +43.8% | -13.1% | +56.9% | +44.3% |
| 6M | +65.7% | +5.5% | +60.2% | +64.3% |
| YTD | +131.1% | -20.1% | +151.2% | +132.0% |
| 1Y | +143.6% | +14.9% | +128.7% | +138.9% |
| 3Y | +201.4% | -32.5% | +233.9% | +196.4% |
| All | +463.1% | -85.3% | +548.3% | +465.4% |
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