+130.5%
WMT vs RIVN
-85.0%
+215.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.5% | +1.3% |
| 7D | 0.0% | +1.8% | -1.8% | 0.0% |
| 30D | -7.4% | +0.6% | -8.0% | -7.5% |
| 3M | -10.9% | +3.2% | -14.0% | -11.1% |
| 6M | -12.7% | -3.7% | -9.0% | -12.9% |
| YTD | -3.2% | -18.7% | +15.5% | -3.1% |
| 1Y | +5.3% | +14.7% | -9.5% | +4.2% |
| 3Y | +101.9% | -31.5% | +133.4% | +99.8% |
| All | +130.5% | -85.0% | +215.5% | +128.6% |
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