+25.1%
XBI vs RIVN
-85.0%
+110.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -4.6% | +0.9% | -5.5% | -4.7% |
| 30D | -0.8% | -1.9% | +1.1% | -0.6% |
| 3M | +21.8% | +8.7% | +13.1% | +18.9% |
| 6M | +23.2% | -3.0% | +26.1% | +21.8% |
| YTD | +28.7% | -18.6% | +47.3% | +30.1% |
| 1Y | +67.8% | +15.4% | +52.4% | +57.3% |
| 3Y | +100.6% | -30.5% | +131.2% | +90.8% |
| All | +25.1% | -85.0% | +110.0% | +32.4% |
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