+69.7%
XLC vs RIVN
-31.7%
+101.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | -1.7% | +0.9% | -2.5% | -1.7% |
| 30D | +0.2% | -1.9% | +2.1% | +0.3% |
| 3M | +0.7% | +8.7% | -8.0% | -0.3% |
| 6M | -4.5% | -3.0% | -1.5% | -5.0% |
| YTD | -4.7% | -18.6% | +13.8% | -4.4% |
| 1Y | -1.5% | +15.4% | -16.9% | -4.1% |
| All | +69.7% | -31.7% | +101.4% | +64.7% |
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