+99.4%
XBI vs RIVN
-31.8%
+131.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -4.6% | +1.8% | -6.5% | -4.9% |
| 30D | -2.0% | +0.6% | -2.6% | -2.1% |
| 3M | +17.8% | +3.2% | +14.6% | +16.5% |
| 6M | +23.7% | -3.7% | +27.4% | +22.8% |
| YTD | +28.2% | -18.7% | +46.9% | +29.2% |
| 1Y | +64.0% | +14.7% | +49.2% | +57.1% |
| 3Y | +99.4% | -31.5% | +130.9% | +84.3% |
| All | +99.4% | -31.8% | +131.2% | +84.3% |
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