+127.5%
WMT vs RIVN
-85.0%
+212.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -2.5% | +0.9% | -3.4% | -2.5% |
| 30D | -6.4% | -1.9% | -4.5% | -6.4% |
| 3M | -12.1% | +8.7% | -20.9% | -12.5% |
| 6M | -15.0% | -3.0% | -12.0% | -15.2% |
| YTD | -4.5% | -18.6% | +14.1% | -4.4% |
| 1Y | +6.2% | +15.4% | -9.2% | +5.1% |
| 3Y | +99.9% | -30.5% | +130.4% | +97.7% |
| All | +127.5% | -85.0% | +212.4% | +125.6% |
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 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